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Adviser KnowHow: Christmas Special

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:

Platformsclient referrals and client segmentation.

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