Building the ultimate CIP Building the ultimate CIP

19 Nov 2021

If you recently saw our Head of Business Consultancy, Karl Dines, laying down some CIP wisdom in the Advice Show, and are hungry for more, then we have some great news for you! In Professional Adviser, you can find Karl discussing the objectives, process, concerns and areas to avoid when building 'The Ultimate CIP'.

Read the full articlehttps://www.professionaladviser.com/opinion/4038980/karl-dines-ultimate-cip-explained


The latest from SimplyBiz

25 April 2024

Fabian Wiesner: Is ESG investing dead? Or is this just the beginning?

Read more >

25 April 2024

Jill Hamilton: Ten key steps to training and competence compliance

Read more >

23 April 2024

SimplyBiz partners with Net Zero Now

Read more >

22 April 2024

Being an adviser has never been so exciting, but it is also more difficult than it's ever been

Read more >