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Dan Wiltshire: How a bumbling demeanour can help win over clients

Summary by Money Marketing
One of my insecurities when I became a financial adviser was my ability to engage with clients.  My natural introversion had been incubated during many years working in actuarial departments. I had no sales or relationship management experience, and my people skills were average, at best.
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Money Marketing broke the news in on Wednesday, June 25, 2025.
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