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Client rapport: Five easy communication wins for advisers

Building rapport with clients might not always be easy but it can be achieved by following a five-point process which puts people at ease and will help advisers get hired at the first meeting, delegates heard. ....

Edward Marshall , Society Festival Of Financial Planning , Kingsland Wealth Management , Million Dollar Round Table , Personal Finance Society Festival , Financial Planning , Edward Marshall , Million Dollar Round Table , Fs Conference 2022 ,

Exit strategy: Ten ways to get an advice business ready for sale

Advisers preparing to exit the profession should get their business in shape long before sitting down with brokers or potential buyers as any “gremlins” will be discovered eventually, delegates heard. ....

Brian Hill , Society Festival Of Financial Planning , Exit Partnership , Personal Finance Society Festival , Financial Planning , He Exit Partnership , Fs Conference 2022 ,

Chris Budd: Why I believe financial planners are 'doing it wrong'

Financial planning as we currently understand it is at best not enough and at worst making things worse, according to Chris Budd. ....

Institute For Financial Wellbeing , Society Festival Of Financial Planning , Personal Finance Society , Financial Planning , Financial Wellbeing , Ovation Finance , Chris Budd , Fs Conference 2022 ,

PFS sets out plan to evolve training programmes

The Personal Finance Society (PFS) has pledged to “explore and evolve” training programmes to help financial planners to meet the needs of a changing demographic. ....

Mark Hutchinson , Insurance Institute , Society Festival Of Financial Planning , Personal Finance Society , Sarah Lord , Chartered Insurance Institute , Financial Planning ,