How to articulate the value of advice

Presented by

Bernie De Souza

About this talk

What can you do to get clients? What can you do keep clients?

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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.