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TARGET CLIENTELE: “WHY CAN’T I JUST TARGET EVERYONE?”

It's a good question. There's no doubt that most planners could add value to most people. However, the question isn't around whether you can, but instead whether you...

HOW TO GET OUT OF A BUSINESS BREAK-UP AMICABLY

Once upon a time, when I worked in corporate, a more senior colleague told me a story that has stuck with me for years. It was the story of his wife and him. They began...

THE ART OF CLIENT HANDOVER WITHOUT THE HANDOVER

I got asked a really good question last week. It was all to do with how to communicate to existing clients they would now be managed by a new review adviser. ...

Leadership Lessons From A Shirtless Dancer

Is Leadership really all that?  MBA lecturers may disagree, but isn’t it those with the courage to be the first to follow – those early adopters –...
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