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A general business-skills programme, focusing on the switch from charging commission to fee-based advice. Originally released in 2004, the program was updated in early 2006.
A general business-skills programme,...
An introduction to protection planning aimed at individuals and families. This programme covers the field of financial protection, serving as either an introducton or a useful refresher with an emphasis on demystifying the subject.
An introduction to protection planning...
Jupiter Strategic Alliance Manager James Crossley looks at your time and how you equate your time to your clients reoccurring assets. How to analyse your clients and segmenting your client bank.
Jupiter Strategic Alliance Manager...
Taken from Sesame's platform videos, Alastair Conway, Head of Propositions & Commercial Development for Sesame Group talks to numerous high-flyers of the financial world about various models of earning.
Taken from Sesame's platform videos,...
John Joe McGuinley, a Business Strategy Manager at AEGON Scottish Equitable explores what Business Planning can do for you. Working through the programme using your own clients rather than generic examples will provide you with the tools that you will require beyond RDR.
John Joe McGuinley, a Business...