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For my first post, I’d like your comments about how we communicate as a profession and with clients!

Apr 22, 2014 1 Comment by
Avatar of Patrick Seal

Hi everyone and thanks for reading my first post. I’ve read a fair few articles on here in the past and given my recent quandary on the following topic I thought this would be a good time to join The Lounge and ask for your opinion. So here’s quandary! As a Wealth Account Manager/BDM/Consultant/Account Manager […]

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Client Communication: Tips From The Pros

Apr 21, 2014 No Comments by
Avatar of Brett Davidson

BoulterBowen WealthCare is one of the UK’s leading Financial Planning firms. Simon Boulter and Mo Bowen have happily shared with me some of their fantastic client communication tips. I think these typify the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Cards In this clip Simon describes how BoulterBowen explain the […]

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Remembering corporate entertainment – awards

Apr 20, 2014 No Comments by
Avatar of VideoEditor

The FCA couldn’t care less about awards ceremonies but it seems like a good opportunity to throw them on the bonfire while we’re at it. To quote Mr Seinfeld ‘It’s all a big jerk off’.

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Can you eat three creme eggs in a minute?

Apr 17, 2014 No Comments
Avatar of VideoEditor

This is the question most people are asking this Easter. The good people of threesixty were kind enough to supply three people to take on the challenge, including director, Russell Facer. Have a think about it and feel free to bet on the results. Can you eat three creme eggs in a minute? from Adviser […]

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Buses, Baltimore, and the importance of ‘owning the game’.

Apr 16, 2014 No Comments
Avatar of Chris Daems

Whilst I find a lot which appears on my tellybox nowadays unwatchable there’s a bunch of shows which I’d consider ‘classics’. Shows which compel you to watch, engage you emotionally and if owned on box set mean that you lose another four hours just saying ‘oh go on them, let’s watch one more episode’…. For […]

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Remembering corporate entertainment – transport costs not allowed

Apr 16, 2014 No Comments
Avatar of VideoEditor

The FCA have made it quite clear that payment for transport to and from events shouldn’t typically be paid for by a product manufacturer under the inducement rules. This could lead to difficulties on the journey home for some.

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Remembering corporate entertainment – a day at the races

Apr 15, 2014 No Comments
Avatar of VideoEditor

With the FCA’s hardline approach on inducements hitting the corporate entertainment industry, we take a nostalgic look back on the kind of treats you’ll be missing. This one reminds of that corporate classic – a day at the races. Make sure you watch it right to the end.

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Fajitas, fire eaters and fire heaters (and pensions)

Apr 15, 2014 No Comments
Avatar of Jamie Jenkins

We recently had the great pleasure of a holiday in Egypt, and it was with a heavy heart (and even heavier eyelids) that I wrote much of this during our stop-over in Istanbul airport. For all that it has its troubles, Egypt is a wonderful place. Everyone who we met was courteous and attentive (some […]

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Providers need to provide guidance

Apr 14, 2014 8 Comments
Avatar of Dave McGovern

So the most controversial budget announcement by far has turned out to be free impartial advice. Which of course actually means guidance!! Most independent commentators say providers cant be involved in this. At the point of purchase that seems sensible, as we are worried about product bias and mis selling scandals and poor choice. I […]

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