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FP Advance

Your profession

Brett Davidson: Quarterly client reporting is 'lunacy'

Advisers should not feel pressured to produce monthly or even quarterly update reports for clients, according to management consultant Brett Davidson, who brands the practice "lunacy".

clock 05 June 2014 •

Adviser tips

Read my lips: How to hone your presentation skills

This week's PA Masterclass looks at presentation skills

clock 24 February 2014 •

Adviser tips

Brett Davidson: why I don't like hourly charging

ON THE CLOCK

clock 18 June 2013 •

Charging

Ditch the 'distribution' pricing model and charge for value - Davidson

Charging fees at 'implementation' - or where a product is purchased - is a legacy of the distribution system and should be ditched, a financial services expert has said.

clock 04 June 2013 •

RDR

How to build an IFA business from scratch

BRAVING IT

clock 26 April 2012 • 8 min read

TCF

First words: What do you say to a prospective client?

FIRST WORDS

clock 08 March 2012 •

Your profession

Why firm principals must think like athletes

Brett Davidson, chief executive of FP Advance, on how to improve your firm's performance in 12 months using lessons from Britain's elite athletes.

clock 05 July 2011 •

Your profession

Moving your business to the next level

Brett Davidson of FP Advance offers different management ideas that can help your business grow.

clock 02 December 2010 •
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