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Steve Prendeville

Best Practice Case Studies: Communicating with your clients in times of crisis – How the pandemic has changed the game

Steve has seen first-hand the advisers that are excelling at satisfying customers and displaying value. They all have something in common: through the pandemic, they saw satisfaction from their clients skyrocket due to communication, stepping up engagement strategies and providing support to their clients that […]

Kim Payne

COVID-19 as a catalyst for positive change

Some advisers are managing to turn the coronavirus crisis into an opportunity to improve their business models. Kim Payne, managing director of 9rock Consulting, joins host Sarah Kendell in this episode of The ifa Show for a timely discussion about how advisers can create profitable new […]