Archive for Month: May

keeping customers happy

Rising markets have increased the portfolio values of many customers - so they are happy with their advice / adviser. If we have a period of poor or flat market returns, will they still be happy with adviser value? Here are over 20 different ideas for showcasing your value...

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Why work with an IFA?

Many financial advice firms deliver consistent, innovative and extremely valuable solutions for their clients. Not just at the initial planning / implementation stage but also over the years of guidance, support, rebalancing and tax planning. A simple sales aid / poster helps adviser firms showcase their value to clients.

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