Barra Gorman: Consistency key to client retention
- Wednesday, 31 August 2022
- Articles
Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.
Read more...From probation officer to Financial Planner
- Thursday, 06 January 2022
- Articles
The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.
Read more...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...Chartered Financial Planner reveals career client lessons
- Tuesday, 16 April 2019
- Articles
Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.
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