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Adviser KnowHow: Christmas Special
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by Amy Rowe on Dec 18, 2012 at 12:30
With only a matter of days to go before the retail distribution review comes into effect, we thought it was time to take a look back at some of the key tips advisers have offered over the past few months on the series. This Christmas special recalls how to choose the right platform, secure client referrals and segment clients. Merry Christmas all!
For cribsheets of the previous episodes, check out these links:
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More from us
- Adviser KnowHow: How to choose the right platform - cribsheet
- Adviser KnowHow: How to gain client referrals
- Adviser KnowHow: How to segment your client bank - cribsheet
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#adviserweek: IFAs split over Standard’s tax stance
by Natalie Fast on May 22, 2013 at 16:19
1 comment so far. Why not have your say?
Ian.Green
Dec 19, 2012 at 07:23
Typical Christmas telly, loads of repeats but at least the presenters have lovely jumpers
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