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Life Planning

A request for 'advice' during a wedding party? Life planning, in real life

Your profession

A request for 'advice' during a wedding party? Life planning, in real life

Life planning is ‘not always done over whisky and cigars’

clock 09 December 2022 • 4 min read

Your profession

Be so good they can't ignore you: The key to getting clients to pay

How do you get clients to pay for something they've never heard of?

clock 26 March 2014 •

Investment

Charles Stanley appoints life planning expert wealth management director

Charles Stanley has appointed Simon Davis as a director of wealth management in the company's financial services division.

clock 25 March 2014 •

Your profession

Your shout: Advisers on what needs to change in financial services

OUTDATED

clock 03 February 2014 •

Your profession

'It's not just about playing a round of golf': George Kinder on what needs to change in financial services

‘It's not just about playing a round of golf':

clock 20 January 2014 •

Your profession

Tina Weeks expands Serenity with two more advisers

Tina Weeks is growing her Serenity Financial Planning firm by bringing on board two more advisers and a paraplanner.

clock 22 August 2013 •

Your profession

George Kinder: 17 ways to make your clients trust you

Kinder Institute of Life Planning founder George Kinder believes the distrust among consumers in the financial services industry is "too thick" for one single idea to bring it back on track - so he gives 17 ways to rebuild it.

clock 17 July 2013 •
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