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Articles by Will
Contributions
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What do you do if your clients are not receptive to new business opportunities?
Sometimes the timing just isn’t right. Illuminate the problem, the potential impacts and what could be done to mitigate. Label it: “sounds like this isn’t a priority for you right now.” If it isn’t, explore what is and serve from there. It’s not about convincing everyone to buy. It’s about finding those who are in need, and ready. Pipeline solves all problems.
Activity
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Our team’s growth has been so exhilarating to see for the first three quarters of the year, and as a result I’m seeking another New Business Account…
Our team’s growth has been so exhilarating to see for the first three quarters of the year, and as a result I’m seeking another New Business Account…
Liked by Will Rees
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We are delighted to be presenting on the Smart Britain Stage at Connected Britain on Wednesday September 11th at 1.50pm. 'How Altnets need to…
We are delighted to be presenting on the Smart Britain Stage at Connected Britain on Wednesday September 11th at 1.50pm. 'How Altnets need to…
Liked by Will Rees
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EP1 Thurgood Thursdays Retailers using digital signage for static images aren’t getting the most out of their investment. Interactive experiences…
EP1 Thurgood Thursdays Retailers using digital signage for static images aren’t getting the most out of their investment. Interactive experiences…
Liked by Will Rees
Experience
Education
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The Chartered Institute for Securities & Investment (The CISI)
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Globally recognised level 7 qualification for financial planning professionals in the UK. Chartered Financial Planner status.
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CeMAP meets the FCA examination standards for providing advice on mortgage products and is an approved qualification in the mortgage advice apprenticeship standards.
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Industry benchmark financial adviser qualification, which meets the FCA's qualification requirement for retail investment advisers.
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Activities and Societies: First XV Rugby Captain 2014-2015
GCSE: 4 A*s 6 As & 1 C.
A Level: B,B,B
Licenses & Certifications
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Certified Financial Planner (CFP)
The Chartered Institute for Securities & Investment (The CISI)
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Recommendations received
30 people have recommended Will
Join now to viewMore activity by Will
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It was a pleasure to attend and present today representing Fortra and our VAD Detech. Great day. Thanks for inviting me.
It was a pleasure to attend and present today representing Fortra and our VAD Detech. Great day. Thanks for inviting me.
Liked by Will Rees
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Less than 3 weeks until DigiGov Expo. If you're at the event come to stand B30a to hear how Verkada are transforming security for public sector. If…
Less than 3 weeks until DigiGov Expo. If you're at the event come to stand B30a to hear how Verkada are transforming security for public sector. If…
Liked by Will Rees
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It is a small step, but at least it is a step in the right direction. The UK ISA was a political gimmick that was never going to achieve the…
It is a small step, but at least it is a step in the right direction. The UK ISA was a political gimmick that was never going to achieve the…
Liked by Will Rees
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Thrilled to announce that Unit4 is a finalist in the Customer Centricity World Series 5th Edition for Best Customer Experience Strategy.👏💯 Grateful…
Thrilled to announce that Unit4 is a finalist in the Customer Centricity World Series 5th Edition for Best Customer Experience Strategy.👏💯 Grateful…
Liked by Will Rees
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This is good news - the British ISA was a bad idea that would've added a whole bunch of complexity to support an index that’s not particularly…
This is good news - the British ISA was a bad idea that would've added a whole bunch of complexity to support an index that’s not particularly…
Liked by Will Rees
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