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Robert Peston to deliver keynote speech at PA360
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Revealed: Speakers and presenters at PA360
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
Family dynamics: Why intergenerational wealth transfer strategies matter
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
PEOPLE MOVES: 7IM, National Friendly, Julius Baer
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Learn things lawyers know : Advising clients in divorce
Rewatch Working Lunch event
Caffyn suggested learning things that the divorce lawyers will also know, to show that you have gone that extra mile as an adviser.
During
Professional Adviser s working lunch webinar,
Wealth Transfer - what about divorce?, in association with Schroders, Caffyn said the personal relationship between the adviser and client is particularly crucial around divorce.
TRPP specialises in divorce advice and Caffyn holds an accreditation in the subject. He said it was important that clients can see that the adviser knows more than what is expected: It s given me credibility. It s all about relationships.