Client Engagement

By: Ruth Sturkey

Non Executive Director

Paradigm Norton

Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.

By: Martin Bamford

CEO

Bamford Media Ltd

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

By: Alasdair Walker

Managing Director

Handford, Aitkenhead and Walker Ltd

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

By: Damien Rylett

CEO

Brunel Capital Partners

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

By: Ricky Chan

Director

IFS Wealth & Pensions

Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.

By: Natalie Holt

Content editor

Nucleus Financial Group

It’s at times like this, in COVID-19 Age, when financial wellbeing and resilience become increasingly important. This is Natalie Holt in conversation with Hayley Tink, Smith & Pinching.