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Advisers

Does your client have Post Traumatic Adviser Syndrome

By: Mike Robertson

Published: 25-09-2019

Lego man sitting at his lego desk looking worried

Many clients will come to you having already had financial experiences that have informed where they are now in their […]

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You are not just a financial adviser

By: Mike Robertson

Published: 18-09-2019

the-benefits-of-a-business-plan

Let’s start with the fact that you are not just a Financial Adviser. If you are practising a life centred […]

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Why curiosity should be your number one skill

By: Mike Robertson

Published: 11-09-2019

Who is your ideal customer written in black ink in a notepad

The greatest detriment to your business right now is the questions you’re not currently asking your clients. Cultivating a curious […]

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Are you prepared for the 2019/20 payroll changes?

By: Mike Robertson

Published: 31-01-2019

Are-you-prepared-for-the-2019-20-payroll-changes

The Autumn Budget 2018 announced changes to tax and NI limits. What do you need to know to prepare for […]

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