Sue Whitbread
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Weekend Press Review: reason to be fearful?
‘The next financial crisis.’ That’s the headline of an article in the Sunday Times Business section, which asks whether central banks’ response…
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Communicating the client experience #4 – Retain and refer
This is the fourth and final article in our summer mini-series from guest writer Jon Pittham, Managing Director at ClientsFirst, The articles…
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Communicating the client experience #3 – Issues good communications solve
This is the third in our series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at improving how you communicate…
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Weekend press review: Buffett boosts cash
The Sunday Telegraph reports on the pre-paid funeral plan market, a sector it claims is soaring in popularity despite concerns about this…
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Buying an IFA business – what does the process look like?
If you’re considering expansion through acquisition of another financial planning business, you’ll find this a useful summary of the process – written…
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Communicating the client experience #2: Ongoing communications between reviews
This is the second in a series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at improving how you communicate…
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Weekend press review: the changing face of robo-advice
Writing in the Financial Mail on Sunday, Jeff Prestridge says savers will be delighted by last week’s summer ‘present’ – of bank…
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The use of video in financial planning part 2: the blocks which often stop advisers from using video
In the second of his series for IFA Magazine on the use of video, Dave Inglis of Gadget Line Films talks…
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Communicating the client experience – #1. Onboarding: creating a customised welcome
This is the first in a series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at improving how you communicate…
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Weekend press review: Woodford and patience
What’s the one thing that most advisers are agreed on? Right, it’s that we need to stop messing with our convoluted pension…
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