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These three small financial planning firms, each know the catalyst for making high quality clients take action

25/06/2017 11:33:26

There's an old-school marketing approach that's making a comeback amongst small IFA and financial planning firms.  Why? Becaus... Read the full story >>

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26 June 2017

“What an amazing event for advisers! I thought it was stunningly successful & could genuinely move the industry forward”

Today we’re really excited to announce LifeTalk LIVE – our TED & TEDx-style conference for IFAs, advisers ... Read the full story »

25 June 2017

These three small financial planning firms, each know the catalyst for making high quality clients take action

There's an old-school marketing approach that's making a comeback amongst small IFA and financial planning firms.  Why? Because it... Read the full story »

20 June 2017

Dear Financial Planner - thanks for your invitation, but here are ten reasons why I won't be attending your seminar...

Dear Financial Planner  Thanks for the kind invitation to your seminar. I'm sure it'll be great, but here are just ten of the ... Read the full story »

20 June 2017

Contact Management. Are you Compliant?

In the past, contact management could mean any number of things.   Any contact with clients, be it appointments, meeting notes,... Read the full story »

19 June 2017

How IFAs & Financial Advisers Can Attract High End Clients Through Seminars, Workshops & Retreats - A Proven Formula For Success

It was a great lesson for me to learn, but it took a soaking on a wet and windy February morning in London to discover just how powerful ... Read the full story »

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