Appeal to your clients and your centres of influence
The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments
Getting out from behind your computer screen and talking to your clients will make you stand out
Preparation key to managing sartorial mishaps
Asking questions now could prevent big problems down the road
Don’t just read the course material — get active and form a study group
The key to success is creating a game plan
Be respectful and tactful when declining to take on an incompatible prospect
Eggs, nuts, chickpeas, berries and sweet potatoes pack a nutritional punch that will help you stay healthy