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Some personal experiences that might be useful for you when dealing with bereaved clients.

by Ruth Matthews on 10·10·2022

Factfinding helps to understand what is motivating a client; their fears or their goals. Sometimes, however, you need to use fact finding skills to understand how something unexpected could impact a clients’ plans and how you can be more than just their adviser. In this article, Ruth shares some personal experiences that might be useful for you when dealing with bereaved clients.

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Implementing feedback the right way

by Alicia Hager on 16·11·2021

When you meet someone new, one of the first questions you ask is, ‘‘What’s your name?’’. Your name is your identity, it is one of the most basic, yet important components of who you are. Personal and working relationships can’t flourish if you are unable to determine a person’s name, and companies are no different.

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To save or not to save? - That is the question

by on 26·10·2021

Well 2020 has not been the year that anyone had predicted – with the storms, floods, fires, virus pandemic and the odd plague of locusts, some could argue that the End of the World is nigh. To say 2020 has been difficult is an understatement. However, the aftermath of these natural disasters will be unprecedented and challenge what we perceive as normal – economically, politically, socially and financially.

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Funeral blues

by on 14·01·2020

‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.

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A Newbie's View of the Profession

by on 06·08·2019

Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.

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