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Navigating the Advice Guidance Boundary: Why monitoring outcomes are central to Targeted Support

24th July 2025
As the FCA’s consultation on the Advice Guidance Boundary (CP25/17) progresses, we are carefully considering what this could mean for consumers, providers, firms and the future of financial advice. What...

5 best practice steps for collecting feedback – and what do with it

24th October 2024
With the first year of Consumer Duty now under our belt, most advice firms are now collecting client feedback in some form.The value of this feedback is huge, both in...

5 easy steps to grow referrals using client feedback

7th March 2024
Used correctly, client feedback can become your most powerful tool for driving organic growth.  Identify your biggest advocates, fine-tune your practice, and actively request recommendations and you will greatly increase...
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Free webinar: Lessons one firm learned from their annual board report

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How one mortgage adviser gained 300 clients in 2023 webinar

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Culture Governance & Accountability Webinar Recording

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