client management
Client Acquisition
'The ability to look after client numbers is more of an issue'
13 May 2024
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1 min read
Your profession
Ask the question: ‘What is important, about money, to you?'
18 January 2024
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1 min read
Adviser tips
INDUSTRY VOICE: Vanguard's Adviser Stories are a series exploring adviser-client relationships.
27 November 2018
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1 min read
Your profession
Speaker at Smarter Business Roadshow - 18, 19 and 20 October
11 October 2016
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4 min read
Adviser tips
The best communication strategy for advisers to keep clients happy is to contact them 11 times a year, according to a survey which tracked client satisfaction.
04 June 2015
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Your profession
Advisers should not feel pressured to produce monthly or even quarterly update reports for clients, according to management consultant Brett Davidson, who brands the practice "lunacy".
05 June 2014
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Regulation
The Financial Conduct Authority (FCA) is not prescriptive about how firms deliver their services because it knows advice can be given in an "infinite variety of ways" - but it has communicated four steps firms should follow to satisfy its requirements....
23 October 2013
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Regulation
The Financial Conduct Authority (FCA) is concerned about the due diligence advisers perform on investment product providers and will continue to monitor the area, technical specialist for the regulator Rory Percival has said.
23 October 2013
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Economics / Markets
Consumer trust can "breed arrogance" within organisations, the leader of the Question of Trust campaign told delegates at the IFP conference yesterday.
04 October 2012
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