Building long-lasting client relationships
- Wednesday, 10 March 2021
- Articles
Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.
Read more...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
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