TENTANG EPISODE INI
Hosted by Cherry Reynard with insights from Simon Farrant and Chris Jones, in this episode we explore how targeted support enables mass recommendations with a streamlined suitability process, identifying common client needs and offering pre-defined solutions. With conversation highlighting the regulatory framework, potential benefits for advisors, and the strategic considerations for implementing such services effectively.
Inggris
Britania Raya
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Connected - A podcast by Dynamic Planner.
EPISODE LAIN DALAM PODCAST INI
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Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Dynamic Planner, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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