Opportunities to Keep Engaging

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Slowly but Surely does it

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

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By: Damien Rylett
Brunel Capital Partners

The Power of Process

Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.

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By: Dominika Sieradzka
Practice Management Consultant
RIE Solutions

Life as a Young Financial Adviser

Authenticity is the most important thing of all. Showing up as yourself, doing the very best job you can do, is a quality we can all respect at any stage of life.

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By: Scott Millar
Financial Planner
First Wealth

The Value of Financial Planning in Removing Mental Barriers

Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.

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By: Ricky Chan
IFS Wealth & Pensions

Those with Less Assets Can Actually Have More to Gain

Clare Farrell, managing director at Northfield Wealth talks to Natalie Holt about building a business to give advice and support to as many people as possible.

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By: Natalie Holt
Content editor
Nucleus Financial Group