In the drive to find new opportunities, clients can sometimes be taken for granted. But taking the time and effort to create and maintain a great customer relationship can reap rewards.
Developing a rapport with all of your clients – the old and the new – establishes you as a trusted adviser with their best intentions at heart, gaining positive publicity, attracting new business, and maximising your profits.
Vitality, the health and life insurer, has today published the ‘Active Women, Healthy Lives: Understanding Barriers to W…
BlackRock’s UK Read on Retirement 2024 survey, released today, reveals insights into the generational differences and sh…
Propertymark has welcomed a commitment from the Minister of State for Housing and Planning, Matthew Pennycook, to reform…
NS&I has announced this morning that the festive season is starting early for two Premium Bonds holders from Kent an…
Almost three-quarters (72%) of advisers say they are ending relationships with more clients than usual, finds NextWealth…
The top 10 industries with the happiest workers RankIndustryAv. gross annual pay (£)Job hoppers (% <12 Months)Differe…
Complaints about fraud and scams, current accounts and credit cards are at record highs, according to new figures publis…
When it comes to saving, many members of Gen Z show a strong sense of financial responsibility and are focused on saving…
Every Christmas, many older family members choose to swerve the present-selection minefield with financial gifts to thei…
Whilst MPS solutions will clearly differ from more bespoke options, the broad Schroder Investment Solutions range prove…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
