KellySelby
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- KellySelby
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Comments
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Thanks for the warning - that's crazy!
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I feel reassured in my research ability. Less reassured in the industry in this area. Thanks!
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Thanks @benjaminfabi, this is very useful! I'll have a read through these. On the advice side, I'm not sure what's been advised so far or if this is following up after the fact, perhaps with a new client, which I suspect may be the case (not one I…
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@Nath said: Hi Kelly Rather than some FP 'tat' would it not be better to perhaps everyone chip in and get something they may want or have a personal interest in? Similar to gathering details on clients personal interests, whether that's wine,…
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Thanks @TomLloyd_Read , @Nath and @benjaminfabi . Very useful answers! I've found Voyant can be great, but definitely still has limitations