In case you missed our recent webinar with Martin Grimwood, you can still watch it on-demand. This 30 minute session outlines the types of data that should be considered and included when monitoring and evidencing outcomes, what to measure when developing Duty reporting and provide solutions around how this can be done.
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
Comments (1)
David Stamp 27/10/2023 13:47
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