FTAdviser On Air featured discussions about how to handle insistent clients.
The video focused on whether you should “just say no” to insistent clients or whether you can confidently carry out a transaction you would not recommend.
Our expert panel comprised Mike O’Brien, managing director of TenetConnect and TenetSelect; Robin Ellison, head of strategic development for pensions at Pinsent Masons; and Keith Richards, chief executive of the Personal Finance Society.
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