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Practice Development

Articles to support those looking to grow and develop their practice.

It pays to collaborate

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This series of videos created with the Prudential explain exactly why collaboration is the key to successful financial planning

In a future age

Alan Sheriff and David Taylor outline what a “Day in the life” might be like for a hypothetical financial planner in the 2020s, and give a broad outline of how the industry could evolve to that point from today.

Fit For The Future

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The culture of personal financial responsibility is strong in the US and is moving that way in the UK. Richard Bertin reports on this year’s AICPA conference

The value of the advice

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How much advice on personal finance does society need and does regulation get in the way of delivering it? These are among the questions the UK Financial Advice Market Review (FAMR) will be trying to tackle.

The virtual adviser

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Advances in digital technology mean consumers can video chat with financial advisers without leaving home. Does this mean they never need to meet?

Because I'm worth it

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Financial advisers should be able to look their clients in the eye and clearly articulate why their advice is worth paying for. This might not always come naturally, but it is an important test of how confident a firm is about the value of the services it offers and the sustainability of its business model.

The holistic approach to advice

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This article first appeared in FS Focus the magazine from the Financial Services Faculty of the Institute of Chartered Accountants in November 2011.