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9780195108231

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Winning Client Trust explains exactly how to place the client at the heart of the financial services industry for the benefit of both businesses and customers. -- Mike Harris Chairman of Garlik and founder of three iconic brands - First Direct, Egg and Mercury One to One This book by Chris Davies addresses many of the challenges and fears both IFAs and the industry in general face and provides foresight to navigate through the perilous waters faced by all in the (RDR) transition. -- Derek Bradley, CEO, Panacea IFA This book...is a valuable contribution to the debate on the future form of retail nancial services and advice provision in this country. -- Malcolm Small, Director of Policy, Tax Incentivised Savings Association (TISA) We welcome the RDR, just as we welcome your work in pulling together this book. -- David Ferguson, Managing Director, Nucleus Wrap This book MUST be read by anyone with any involvement in marketing or selling more complex financial services products to consumers, or advising consumers about how to manage their longterm finances... -- Merlin Stone, author and Professor of Marketing at Surrey European Management School Chris is the man to watch through the significant changes ahead in financial advice and planning...Read Chris' book for a whole new perspective and a clear way to make your move forward. -- Daniel Priestley, Founder of Triumphant Events and best selling author of Key Person of Influence

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