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 recently held a webinar for…
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 your centre of influence (COI)…
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 are two other key points…