Advisers who avoid talking about products during client meetings improve their sales by 80% on average, according to Strategic Coach's Dan Sullivan.
Tracey Evans, associate partner at Ashley Law Crawley, explains why she would be lost without her paraplanner.
While the headline acts draw the polite crowds at the Institute of Financial Planning's conference, the truth comes out in the Celtic Manor bar and at the Jewel Balti curry house on Chepstow road, Newport.
Faith in the future, patience and discipline have been highlighted as three of the key principles of long term investing.
The Institute of Financial Planning (IFP) has named the first 25 businesses to be included in its register of Accredited Financial Planning Firms.
Lifesearch has developed an outsourced protection service for advisers which it will bring to market if there is support for the offering, CEO Tom Baigrie has revealed.
The Financial Services Authority (FSA) has formally accredited six professional bodies, meaning they can begin issuing Statements of Professional Standing (SPS), a mandatory form of practicing certificate for advisers.
Dan Sullivan, founder of Strategic Coach, assesses the impact of RDR on advisers.
The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).
This year's paraplanner of the year award has been launched by The Paraplanner.com, in association with the Institute of Financial Planning (IFP).