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Moonstone: Codes of Conduct Overview – FAIS Newsletter Number 8

Moonstone: Codes of Conduct Overview – FAIS Newsletter Number 8

26 November 2010

Formation of a new association for independent advisors

Formation of a new association for independent advisors

26 November 2010

Are you engaging in risky business?

Are you engaging in risky business?

23 November 2010

Second quarter survey reveals brokers remain confident in economy

Second quarter survey reveals brokers remain confident in economy

02 November 2010

quick poll

Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

View the Results

More transactions on Astute despite volatility in the financial adviser corps

More transactions on Astute despite volatility in the financial adviser corps

25 October 2010

Is free financial advice really free?

Is free financial advice really free?

13 October 2010

Mutual & Federal ensures its broker force is highly efficient and can compete with other distribution channels

Mutual & Federal ensures its broker force is highly efficient and can compete with other distribution channels

05 October 2010

Building value in your financial services practice

Building value in your financial services practice

05 October 2010

Moonstone: Switching in the Short-term industry

Moonstone: Switching in the Short-term industry

23 September 2010

Moonstone: Ethics and my business II

Moonstone: Ethics and my business II

17 September 2010

RBS comments on proposed changes to new short term insurance act

RBS comments on proposed changes to new short term insurance act

15 September 2010

Unpacking the customer value proposition concept

Unpacking the customer value proposition concept

15 September 2010

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