Competence, Knowledge and Skills requirements of the Code of Conduct
Cecilia Farrow, Managing Director of FAP Services is questioning whether the many risk advisers that provide business risk as part of their service offering will
Need clarity on disclosures? You’re in the right place.
Feeling confused about when and what disclosures should be given to clients who you engaged with before March 15th? Don’t worry, you’re not alone. We
Educating your Centre of Influence
Make sure you’ve read the ‘Building an Effective Referral Relationship’ article, as this covers key points on building your status as a trusted adviser, identifying
Building an Effective Referral Relationship
This article covers two key points for an effective referral relationship, educating your centre of influence (COI) and working through objections when referring clients. There
