What’s the point of social media?
Many people within financial services are still trying to get to grips with social media and don’t yet see its point. Unfortunately, not engaging with clients on social media is no longer an option. So, the sooner you get to grips with it, the better…
New tax planning strategies for advisers with HNW clients
A one-day conference from Taxbriefs Financial Conferences to provide the latest insight and discussion of high net worth tax planning.
Free study help for April R06 and AF5 exams courtesy of Zurich
Advisers taking an R06 Financial Planning Practice exam next week can get ahead in their revision, thanks to a free-to-access expert analysis of the case studies provided by Zurich Financial Services Group.
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Don’t risk a single mark in your April AF exam
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Do you hold a supervisory role in your business?
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How to market your services without spending lots of money
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How to: charge your clients, get paid, and de-risk your business
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Join us at your next local RDR Breakfast Briefing
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New R03 and AF5 revision days - book now
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How to get the most out of email marketing
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People don’t plan to fail AF exams – do they?
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Join us at your next local RDR Breakfast Briefing...
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It’s time to rethink your marketing
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20% off R0 and AF exam preparation courses
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Free R06 case study analysis now live
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Four marketing tips for the new year
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Your route map to Chartered status
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Don't ignore the ghosts of clients past, present and future!
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The 4 myths of R06
