23
March
2012
The UK’s Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Marc Westlake, one of Ireland’s leading financial advisers.
Chartered status is an exclusive title only awarded to individuals who meet rigorous criteria
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14
September
2011
Having worked with successful financial advisory firms in Australia, UK and Ireland we have set out what we have found to be the five most common attributes of successful independent advisory firms:
1. Leadership This is normally the owner and found
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1
July
2011
In part 1 of this article we covered the key experience a client wants from an adviser in their first meeting and we will further explore this topic in this article.
When a client is selecting an adviser they consider the credibility, and even the likeability of the adviser offering those
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10
May
2011
Recent research on the Australian Advisory market by Huthwaite Asia Pacific provides real insight into what clients expect from their financial advisers.
Respondents were asked what factors influenced them the most when they selected a financial adviser? Clients cited the “focu
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