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Oct 2023
23m 21s

CISI conference: Client discovery meetin...

FTAdviser
About this episode
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.

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