Are you Walking the Talk?

Jackie Lockie CFP

 

Find out what “Outstanding” looks like in a Financial Planning business.

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Join Jackie Lockie as she takes us through:

  • the critical financial planning practices the best firms do every day
  • why your processes may not be working effectively
  • how to identify areas where you can improve
  • how to offer a comprehensive financial planning service
  • how intermediation plays a part in whether you charge VAT on a financial plan
  • why you might want to change what you are doing
  • why compliance checks won’t pick up these issues!

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