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Servicing Clients in Groups Boosts Loyalty

Financial advisers should use group workshops to attract new clients and conduct regular reviews, a UK adviser has said, claiming clients enjoy the collective experience. (more…)

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0 · June 6, 2017 in Conferences and Events, Practice Management, Practice Marketing, Soft Skills  

How to Deliver an Irreplaceable Advice Proposition

A US adviser has developed a business model that he says makes his advice proposition irreplaceable to his clients. (more…)

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0 · June 6, 2017 in Practice Management, Soft Skills  
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