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practice management
This week, AT8’s Mark Loosmore sums up the key lessons learnt from visiting 15 firms.
IFA network Berkeley Independent Advisers has teamed up with South African practice management expert Anthony Morris to launch a business coaching programme for IFAs.
Financial intermediaries are more likely retain clients and gain new referrals thanks to good customer relations rather than the investment advice offered, suggests US experts on practice management.
Other practice management articles
Financial advisers and planners are being recommended to take a new approach with clients in order to boost business potential by focusing on value-added extras and relationship-building rather than the ins and outs of portfolio handling.
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FSA warns firms about 'falling out of permissions' over rebalancing
TMP founder Morris takes to stand in GP Noble trial
Banks keep close eye on expat market
FSA tells paraplanners to challenge IFAs on suitability letters
This week's news... condensed