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1. A day in the life of your client

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

Tags: Financial Advice, NextGen Sites
By Richard Ardron

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The latest from SimplyBiz

16 April 2024

Congratulations to FIBA UK, part of SimplyBiz, which has welcomed SWIG Finance to its lender panel!

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12 April 2024

SimplyBiz Consumer Duty event hits over 1,500 bookings!

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11 April 2024

Legal & General Investment Management (LGIM) named as latest addition to SimplyBiz's Risk Controlled Solutions range

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10 April 2024

Emma Vaughan: Whether advisers write it themselves, or refer it, PMI should be on the agenda when talking to clients

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