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The Fit and Proper test for Employees and Senior Personnel sourcebook, or FIT is in the High Level Standards block…
Building a business academy for financial Services Much has been sung about the virtuosity of planners, advisers with their technical…
In a world where leadership and learning are rapidly evolving, organisations must move fast to keep up. What drew me…
Vulnerability and the link to the advice gap is something I have written about in previous articles, and these are…
In the client facing area of financial services, there is a school of thought, that you recruit those that already…
In the heavily regulated world of financial services, we all know that compliance and customer fairness are at the forefront…
Equip advisers with psychological and NLP tools to better understand client hesitations, build rapport, and guide them through informed, confident…
Anyone involved in the residential mortgage lending world will be acutely aware of the massive increase in mortgages being arranged…