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Faith Liversedge: Making clients' future selves feel real

Doing something your future self will thank you for later for doesn’t always come naturally to many of us. ....

Sankt Peterburg , Chris Budd , Society Festival , Personal Finance Society Festival , Ovation Finance ,

FS band 'Consumer Duty' to headline Rock for Ukraine gig

Financial services band Consumer Duty will take to the stage as part of the Rock for Ukraine event next month. ....

Newry And Mourne , United Kingdom , Northern Ireland , City Of , Ian Beestin , Mark Polson , Phil Billingham , David Crozier , Jenny Smyth , Nigel Ross Scott , Shannon Currie , Chris Budd , Stephen Gallagher , Society Festival Of Financial Planning , Dignity Centre , Consumer Duty , Personal Finance Society Festival , Financial Planning , Stationer Hall , Refugee Support Europe , Dignity Centre , Mark Polson , Nigel Ross Scott , Chris Budd , Jenny Smyth , Rock For Ukraine ,

Industry 'well placed' to live up to FCA's Consumer Duty expectations

Financial services firms are “well placed” to live up to the “step up in standards” brought about by the Consumer Duty rules but forward implementation planning is essential. ....

Mark Polson , Society Festival Of Financial Planning , Financial Conduct Authority , Alastair Black , Consumer Duty , Personal Finance Society Festival , Financial Planning , Lang Cat , Alistair Black , Lang Cat , Mark Polson , Consumer Duty , Fs Conference 2022 ,

Client rapport: Five easy communication wins for advisers

Building rapport with clients might not always be easy but it can be achieved by following a five-point process which puts people at ease and will help advisers get hired at the first meeting, delegates heard. ....

Edward Marshall , Society Festival Of Financial Planning , Kingsland Wealth Management , Million Dollar Round Table , Personal Finance Society Festival , Financial Planning , Edward Marshall , Million Dollar Round Table , Fs Conference 2022 ,

Exit strategy: Ten ways to get an advice business ready for sale

Advisers preparing to exit the profession should get their business in shape long before sitting down with brokers or potential buyers as any “gremlins” will be discovered eventually, delegates heard. ....

Brian Hill , Society Festival Of Financial Planning , Exit Partnership , Personal Finance Society Festival , Financial Planning , He Exit Partnership , Fs Conference 2022 ,