Friday Focus

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Odcinki

126 odcinków

1. 2026-11-06 - Friday Focus - Why data is important 3 dni temu 4:44
2. 2026-10-30 - Friday Focus - Supervisors doing supervision stuff 2 tygodnie temu 6:09
3. 2026-10-23 - Friday Focus - Advising Trustees 3 tygodnie temu 3:03
4. 2026-10-16 - Friday Focus - Confirming message 4 tygodnie temu 5:18
5. 2026-10-09 - Friday Focus - AI and fact finding 1 miesiąc temu 5:45
6. 2026-10-02 - Friday Focus - Preparing for exit 1 miesiąc temu 4:57
7. 2026-09-25 - Friday Focus - The value of process 2 miesiące temu 3:56
8. 2026-06-12 - Friday Focus - Advice and ad hoc withdrawals 5 miesięcy temu 5:40
9. 2026-05-22 - Friday Focus - Portfolio concentration risk 6 miesięcy temu 5:08
10. 2026-05-08 - Friday Focus - MI - collecting relevant data 6 miesięcy temu 7:35
11. 2026-05-01 - Friday Focus - The trouble with ATR - Take 2 6 miesięcy temu 5:50
12. 2026-04-24 - Friday Focus - The problem with ATR 7 miesięcy temu 5:20
13. 2026-04-17 - Friday Focus - FCA updates 7 miesięcy temu 11:37
14. 2026-04-03 - Friday Focus - The end of annual reviews 7 miesięcy temu 4:33
15. 2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling 8 miesięcy temu 9:08
16. 2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice. 8 miesięcy temu 5:15
17. 2026-03-13 - Friday Focus - Pesky last minute TYE contributions 8 miesięcy temu 4:13
18. 2026-03-06 - Friday Focus - Planning Beyond a Crisis 8 miesięcy temu 5:40
19. 2026-02-27 - Friday Focus - The art of recruiting 9 miesięcy temu 5:20
20. 2026-02-20 - Friday focus - When to fix fees 9 miesięcy temu 4:09
21. 2026-02-13 - Friday Focus - Square pegs, square holes for staff 9 miesięcy temu 3:43
22. 2026-02-06 - Friday Focus - Dealing with regulatory references 9 miesięcy temu 3:37
23. 2026-01-30 - Friday Focus - What about a distribution service 9 miesięcy temu 3:53
24. 2026-01-23 - Friday Focus - Commerciality and advice 10 miesięcy temu 4:49
25. 2026-01-16 - Friday Focus - getting in shape for 2026 10 miesięcy temu 6:09
26. 2026-01-09 - Friday Focus - Hello 2026 10 miesięcy temu 2:51
27. 2025-11-28 - Friday Focus - Cash Flow modelling 1 rok temu 4:04
28. 2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD 1 rok temu 4:55
29. 2025-11-07 - Friday Focus - Timing of disclosures 1 rok temu 10:33
30. 2025-10-31 - Friday Focus - Vulnerability and annual reviews 1 rok temu 5:24
31. 2025-10-24 - Friday Focus - using DFMs 1 rok temu 6:18
32. 2025-10-17 - Friday Focus - Cashflow Assumptions 1 rok temu 5:25
33. 2025-10-10 - Friday Focus - Annual Certification 1 rok temu 5:05
34. 2025-10-03 - Friday Focus - Probate 1 rok temu 5:30
35. 2025-09-26 - Friday Focus - Advising on Gilts 1 rok temu 4:26
36. 2025-09-18 - Friday Focus - An investment philosophy is critical 1 rok temu 3:46
37. 2025-09-12 - Friday Focus - Matching investment propositions with client categories 1 rok temu 3:00
38. 2028-09-05 - Friday Focus - Temporary v permanent vulnerability 1 rok temu 5:29
39. 2025-08-29 - Friday Focus - Clients informing beneficiaries 1 rok temu 4:06
40. 2025-07-25 - Friday Focus - Bye for Hols 1 rok temu 0:56
41. 2025-07-18 - Friday Focus - Objective setting 1 rok temu 4:39
42. 2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows 1 rok temu 5:19
43. 2025-07-04 - Friday Focus - Source of funds 1 rok temu 2:44
44. 2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change? 1 rok temu 4:28
45. 2025-06-20 - Friday Focus - Consumer Duty - Logging Client 1 rok temu 3:21
46. 2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits 1 rok temu 2:36
47. 2025-06-06 - Friday Focus - Capacity for loss 1 rok temu 4:31
48. 2025-05-30 - Friday Focus - Annual reviews and client contact 1 rok temu 4:41
49. 2025-05-23 - Friday Focus - Retirement income strategy and investment pathways 1 rok temu 4:22
50. 2025-05-16 - Friday Focus - Sub Optimal CPD 1 rok temu 6:31