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I'd like to invest in the automatic dog feeder from China

anne.graham's avatar
anne.graham
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2 years ago
It was some time ago now that we received a couple of odd emails from clients. Let me set the scene: The first email was from a client wanting additional cash to buy a caravan. Given that our clien...
Updated 2 years ago
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Joined 09 November 2023
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There's a lot that goes into building an advice business that the client never sees. We do.
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courtney.youngblutt
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9 months ago

I missed this article when it as first posted Anne, but what a great reminder - not only to have regular, robust training & processes in place around email scams and cyber security, but also the value of knowing your client.

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    anne.graham
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    9 months ago

    Hey courtney.youngblutt thanks for your comment and  you're spot on about knowing our clients and also training our teams. I use this story often with clients as well - they have a chuckle but the message also gets through. Cheers

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