The Value For Clients

Last week I looked at how clients think about you, your services and your value.  I also covered the importance

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The Clients View….. Statistics to make you sit up and think.

Last week I attended a fantastic seminar in London hosted by Compeer Limited, who provides business critical management information specifically

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More Tales From The IFP Conference

At the IFP Conference, back in October, I did a series of short interviews with some great advisers who were

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How To Supercharge The Review Meeting.

Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime

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The Importance of Delivering Outcomes

Last week (in Icing On The Cake) I wrote about showing the client everything is going to be alright. This is vital. However,

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