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Your Business: Adviser Workshop

Adviser Workshop: How to educate clients

by Rachael Revesz on May 22, 2012 at 15:53

Nigel Barker-Smith, Pete Matthew and Darren Lloyd Thomas take different approaches to educating their clients, including running seminars, workshops and masterclasses, and using social media and information packs.

Adviser Workshop: How to draft a watertight client agreement

by Jun Merrett on May 16, 2012 at 14:50

Dennis Hall, Iain Wishart and Paul Cleworth offer advice on how to ensure your client agreement is watertight.

Adviser Workshop: What are the pros and cons of hiring former bank advisers?

by Michelle Abrego on May 14, 2012 at 09:00

Stuart Poonawala (pictured), Graham Cross and Kevin Mullins discuss the advantages and disadvantages of employing a former bank adviser.

Adviser Workshop: Top tips on branching out with a new office

by Michelle Abrego on May 03, 2012 at 15:43

Ben Rouse (pictured), Gaynor Booth and Adrian Murphy offer advice on opening a satellite office in a new location.

Adviser Workshop: How to build a multi-wrap strategy

by Jun Merrett on Apr 27, 2012 at 10:29

Ian Thomas, Jason Witcombe and Nick O’Shea offer advice on designing a successful multi-wrap strategy.

Adviser Workshop: Employed or self-employed? Picking the best solution for your firm

by Jun Merrett on Apr 26, 2012 at 13:45

There are pros and cons to advisers being employed and to them being self-employed, as Tony Conner, Graham Cross and Chris Rowe explain.

Adviser workshop: How to use another IFA’s investment proposition

by Jun Merrett on Apr 20, 2012 at 09:45

Matthew Walne (pictured), Neil Hewitt and Michael Broom on outsourcing to another IFA’s investment proposition.

Adviser workshop: How to develop your soft skills

by Michelle Abrego on Apr 05, 2012 at 14:10

David Rouse (pictured), Duncan Glassey and  Jill Thomas discuss how best to develop your soft skills.

Adviser Workshop: Which accredited body should you join?

by Michelle Abrego on Apr 03, 2012 at 13:45

As the ICAEW prepares to open its doors to financial advisers, Andrew Whiteley (pictured), Joss Harwood and Trevor Smith debate which accredited body advisers should join.

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