FTAdviser speaks to Brendan Frazier, founder of Wired Planning, psychologist Dr Moira Somers, and Kusal Ariyawansa, adviser at Appleton Gerrard, about the best way to hold client discovery meetings, after their panel discussion at today's CISI conference.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
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