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Network Breakfast Special Presentation

Join us for a business breakfast in the Algarve focused on the questions about the new State Budget of 2024 and how will this affect you and your business.

Zamfara governor signs Executive Order, restructures MDAs

Financial Adviser 2B: Should you go self-employed when starting out?

In most industries, people go self-employed once they have several years’ experience. While many advisers will follow this tried and tested path, some will have been trained by firms with business models built on self-employment, meaning that, when they qualify, they will have to find their own clients.

How to build a client bank as a new adviser

In a recent column, new financial planner Tom Redmayne wrote about the silence around how new advisers get clients. Redmayne differentiates between advisers given a client bank when they join an advice firm – farmers - and those who generate at least some new business for themselves – hunters.

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