Helping your business Tag

01 Mar Questions?

Posted at 06:36h in Planners by yjblankproject

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I'm receiving an increasing number of questions about the logistics of obtaining Certified Financial PlannerTM Certification in the UK so thought that I would answer...

03 Sep Career Pathway

Posted at 12:01h in Planners by yjblankproject

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'Financial Planning Symphony' is the name of Lockie Consultants' Comprehensive Training and Development scheme for small and medium-sized financial planning firms....

15 May Gifting

Posted at 12:05h in Articles, Clients Testimonials, Planners by yjblankproject

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The impact of family gifting during the pandemic is wider than just the money. According to a report issued by Legal & General, 5.5...

03 Apr Trouble Ahead?

Posted at 11:59h in Articles, Planners by yjblankproject

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Have you identified your ideal potential clients? Are they professionals from the legal and accountancy professions only? If so, it might be worth broadening out...

03 Apr The Future

Posted at 11:12h in Articles, Financial Planners by yjblankproject

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An article published in the Financial Times on 23rd March 2021 entitled: Professional services face losing junior staff to burnout) highlighted the impact of the...