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FAIS Ombud Index

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Working Smart

By Lee Rossini

During the advice process, staying connected with clients is essential to maintaining a long-term relationship. Traditional methods such as face-to-face meetings and phone calls are increasingly being complemented or even replaced by digital communication tools. One such tool gaining significant traction is video messaging. Understanding and effectively utilising video messaging can enhance client relationships and improve communication efficiency.

CPD

Subscribers are reminded that they can now complete their monthly CPD quizzes and claim CPD hours. For more on accessing the CPD quizzes, please click on the CPD FAQs button on the top bar of the screen. 

 
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