I normally do only subject matter training. This is capital markets, financial planning, etc. etc. However some of this spills into a sales / attitude training too. In the sense that people ask me ‘If the client says….what should I say?’…I realise that selling life insurance or mutual funds is a really taxing and difficult […]

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Many (most) people think that IFA as a community look at the commission and then decide where the funds of a client have to be invested. Not wrong most of us would think this is fair – after all it is in ‘his or her’ self interest that they should act. However many smart agents […]

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