Advisers say they need an emotional connection to their clients
Advisers say that an “emotional connection” with their clients in order to conduct successful planning meetings.
Source: professionaladviser.com
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PA360: Thinking 'outside the box' key to successful recruitment
Facing the challenges of recruitment and training process, as well as understanding the importance of diversity, are essential when it comes to building successful teams, delegates at PA360 heard.
Source: professionaladviser.com