Sep '24 • General 💡
Essential client communications
Extremely well put together video from James Shackell at NOVA. Yes he puts out a lot of videos but information like this should be a staple of every financial adviser's communications with clients.
My mother was scammed out of every penny of her and my dad's life savings (pre AI days) and her IFA never mentioned that something like this could happen.
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Essential client communications
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