Join us for a live webinar on 22 February at 10.30 where you’ll learn about Conquest Planning's game-changing software and see the tool in action. Gabby Rondel, Fidelity's Conquest Business Development Manager will demonstrate how the software works and the benefits to you and your business, as well as how this enables better client outcomes.
I have never considered myself to fit such definition but since passing 75 I am beginning to wonder if lip service is being paid by regulated firms or they have just made it more difficult for their customers?
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
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