Recording client calls and meetings need no longer be seen as a stealthy activity likely to be viewed with suspicion by clients...
The Financial Conduct Authority (FCA) could be required under Europe-wide rules to force all advisers to record client telephone calls to show they are acting in clients' best interests. With one adviser sharing his experiences of recording all client encounters for several years, and evidence of call recording working in an adviser's favour following a dispute, Professional Adviser has researched three systems advisory firms could consider. Do you record client calls or meetings? If so, share your experiences and the systems you use in our comments section below. 1 Amolto D...
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