@AlanJLSmith It's very important this message is put out and it should be a message that every IFA and financial planner gives to every client several times during the relationship. A close family member of mine was scammed out of entire life savings so I'm deeply engaged in this issue.
@philbray73 @yardstickagency Easily the best web designers for IFAs and financial planners out there, and who consistently turn out great quality work.
@philbray73 Depends on how long the 'relationship' has been going on. Timing is everything! I have a couple to send today which are over six months old - let's see how they go...
@AlanJLSmith Suggest they join LifeTalk over on Facebook. Plenty of graduates and younger planners their learning from their peers https://t.co/Jtn65R7a8X