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The conversations that build trust (or Why great leads might not be landing!)

You're sitting with a client who's just said something technically incorrect about pensions. Do you correct them immediately, demonstrating your expertise and making sure they don’t continue to think the impossible is possible? Or do you let it go for now?  It seems...

Why I think Financial Planners need better than traditional supervision

What image does "supervision" conjure up for you? For me, it's the manager at the British Gas call centre who told me off for taking too long in the loo! It's the grey-haired grumpy manager in my first job at Sainsbury's who always seemed to know best. A supposed...
Infinite agility

Infinite agility

I spend a considerable amount of time each week working with a Financial Planning business, Emery Little. Here I explore how we have begun to genuinely embrace change as opportunity, and offer some practical suggestions based on our experience. We’ve gone through a...

Infinite agility

Infinite agility

I spend a considerable amount of time each week working with a Financial Planning business, Emery Little. Here I explore how we have begun to genuinely embrace change as opportunity, and offer some practical suggestions based on our experience. We’ve gone through a...

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