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When presenting your financial plan and solutions to a client you want them to be in a highly receptive state and eager to listen to you, don’t you?

But the process begins long before you get to this point. Just recently I had lunch with a friend who was telling me about her latest business project.

 
 
   
 
 
 
 
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Can Chinese companies transfer their work culture to factories in the US and make a success of it?
 
 
   
 
 
 
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The Nucleus Census is our annual temperature check of our platform users, tracking how they and their businesses progress from year to year.
 
 
 
 
 
 
 
 
It may well feel like there is a never-ending stream of rules telling you how to approach client portfolios, but the underlying principles have never really changed.
 
 
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Recent survey data, commissioned by Aegon, suggests that many people have a poor understanding of the trade-off between investment risk and growth potential.
 
 
 
 
 
 
 
 
Seeking to provide smoother investment returns. 
 
 
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The terminology can be confusing – what is the difference between sustainable and responsible, for example? The sector’s newly-fashionable status has led to some blurring of the terminology in the scramble to launch new products.
 
 
 
 
 
 
 
 
Zurich have commissioned Panacea Adviser and Harris Interactive, a market research company, to conduct research into IFA and Adviser relationships with providers.
 
 
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