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The Problem with Factfinding
Manage episode 464715657 series 3618511
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The Problem with Factfinding – Factfinding is the foundation of financial advice, but is it always done right? In this episode, we uncover the common pitfalls in factfinding, from box-ticking exercises to missing crucial client details. Are advisers truly getting to the heart of their clients' needs, or is the process just another compliance burden? Join us as we explore how to make factfinding more meaningful, effective, and client-focused.
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