Financial Planning Today’s online audience has increased by 58% over the past 12 months with more than 121,000 visitors to the site during that period, according to the latest industry data.

A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.