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Modern cash flow modelling is truly transformational – Jon Rolfe, Epoch Wealth Management
Engaging clients effectively in the financial planning process is essential for business success, says Jon Rolfe, founding partner of Epoch Wealth Management, a financial planning business based in Bath. For the old-school, transaction-based financial adviser armed with little more than a kit bag of sales ideas and a good company song, the client such as […]
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Military issues – financial planner Brian Hill of Jones Hill talks about providing specialist advice for service and ex-service families
The disruptive rise of crypto? Mike Wilson with the background on this anonymous, untraceable yet fascinating asset
Financial Planners – Brett Davidson with practical advice on why doing the right thing makes so much sense
How much regulation does it take to get all advisers treating customers fairly? A regulatory update from Compliance Consultant, Tony Catt
Change, choice and consultation: Financial planner Lee Pringle with a planner’s perspective on advising clients about DB pensions
Top fund picks for 2018 – Brewin Dolphin Fund Research Team highlight five preferred funds
A New Year, a new approach for advisers. Brett Davidson gives practical tips on time management.
Outsourcing Paraplanning – a guide for advisers and planners by Damian Davies, The Timebank.
Less is more. Brett Davidson on how to ask great questions and refine your listening skills
Will it be a happy New Year for investors? Brian Tora reflects on the markets in 2017 and considers what 2018 might have in store.
The power of no: Brett Davidson on why saying no more often can improve your business success
Make 2018 your best year ever – Chris Baigent-Reed with practical tips for advisers on year-end strategic planning
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All figures correct as at 01.02.2018.