Networking for financial planners post-pandemic
MoneyController LifeWith the FCA’s introduction of the Retail Distribution Review (RDR) in 2013, the technical requirements for financial advisors were standardized. This helped improve the professional standards of the industry. However, there is little to no emphasis on the importance of soft skills in the work of a financial planner. MoneyMarketing’s Adam Owen, who also runs the NextGen Planners Training Contract, takes a look at how modern financial planners can gain those skills and stand out among ...
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