Business Development

Investment news for Financial Advisers & Paraplanners - Defaqto: DFM satisfaction study 2019

This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year more...

Partner Guide for Financial Advisers & Paraplanners - Aviva: Guide to apprenticeships

Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. more...

Business Development for Financial Advisers & Paraplanners - Aviva: Diversity and inclusion

Diversity, inclusion and representation in the workplace has never been a hotter topic than it is today, but why is that? more...

Better Business for Financial Advisers and Paraplanners - To succeed you must believe in yourself… really?

It is so easy to think we have things figured out in life and without someone to robustly challenge our assumptions we just continue to think them – at times to our cost. This is one of the reasons coaching is so powerful. You have someone totally on your side and yet, at the same time, they will call you out. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Helping adviser firms face compliance challenges head on

Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with. more...

Business Development for Financial Advisers and Paraplanners - Defaqto: Protection service review 2019

With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘claims handling and administration' and ‘new business processing’ the most important aspect of service. more...

Business development for Financial Advisers and Paraplanners - Aegon: Why business continuity and succession planning matters

Business continuity and succession planning may not be high on the priority list of many businesses. But how would a business cope financially if it lost a key employee? What might the implications be if one of the business owners died or suffered a critical illness? more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Old Mutual Wealth: Five tax tips that demonstrate the value of advice

Never has it been more important to clearly demonstrate the value of advice. Peace of mind is hard to quantify. The amount of tax saved is not. more...

Business Development for Financial Advisers and Paraplanners - Beyond Encryption: Register to start your 14 day FREE OF CHARGE trial

As you are no doubt aware, sending sensitive, personal data by normal email leaves you open to cyber-crime and may contravene legislation. more...

Better Business for Financial Advisers and Paraplanners - What it really takes to conduct exceptional client conversations

The quality of your client conversations is the most important part of the relationship you build with them because they form the foundation of everything else that follows. You could think of it like this... more...

Better Business for Financial Advisers and Paraplanners - Selling your services - one thing most experts don't know

Most businesses providing expert professional services - financial advisory practices being one example - think that clients are buying expertise and professional knowledge. This is why there is so much emphasis on products, technical know-how and qualifications. But is this what clients are really buying? Knowing what you are doing is extremely important but very few clients are able to evaluate the quality of your advice, are they? And here is the thing... more...

Better Business for Financial Advisers and Paraplanners - Marketing and Finance Podcast 200

Panacea have been a massive supporter of the show since I launched 4 years ago and Derek has been a guest on the show twice talking about Panacea in general and about the Panacea Virtual Conference. more...

Better Business for Financial Advisers and Paraplanners - The power of an incisive question

I was recently listening to someone telling the story of how they had begun a new and exciting phase of their life by starting a small business. more...

Technology event for Financial Advisers & Paraplanners - Dynamic Planner: First Annual Conference in Manchester Wows Audience

Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals. more...

Business Developmet for Financial Advisers & Paraplanners - Beyond Encryption: What is whaling and why are CEOs a prime target?

Whaling isn’t a practice you’d normally expect CEOs to be worrying about from the comfort of their desks. But the phenomenon is starting to create ripples in the business community and, worryingly, we’re seeing more of it. No, we’re not talking about spearing orcas but instead, a worrying new trend in cyber-attacks. more...

Regulatory update for Financial Advisers & Paraplanners - The Heath Report 3 - out now!

In 2014 The Heath Report 1 pre-empted an FCA document reporting on the ‘success’ of the Retail Distribution Review (RDR). This was followed up by The Heath Report 2 in 2015 which highlighted the loss of financial advice to an estimated 10 million consumers following the implementation of RDR, with 6,000 advisers leaving the sector. more...

Business Support for Financial Advisers & Paraplanners - Exclusive, Panacea brings to you a unique Secure Email by Mailock from Beyond Encryption

Secure Communications. Your Customers Expect It. Your Regulator Demands It. Your Reputation Depends On It. Email is the most popular form of electronic communication, but it is not secure. Sending sensitive personal data by normal email leaves you susceptible to cyber-crime and in turn may contravene legislation. more...

Business Development event for Financial Advisers & Paraplanners - Kinder Institute: Join our Seven Stages of Money Maturity Workshops and Receive CE Credits!

A Model for Understanding and Developing Client Relationships A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. This workshop trains advisers to help their clients find freedom and financial security by developing clarity and ease around their relationship to money. George Kinder or Louis Vollebregt will be leading these workshops. The Kinder Institute’s proven method is used by thousands of successful advisers worldwide. All spoken in English unless noted under the date. more...

Better Business for Financial Advisers and Paraplanners - How to stop sabotaging your own success

“Many people die with their music still in them. Too often it is because they are always getting ready to live. Before they know it, time runs out.” Oliver Wendell Holmes Sr. An enlightened business leader was teaching a group of new entrepreneurs about increasing their level of success, and he wanted to demonstrate what it is that really gets in the way. He had a glass of water on his desk at the front of the room and he went over and picked it up. Some of the class immediately thought he was going to do the “Is the glass half empty or half full?” routine. more...

Business Development for Financial Advisers and Paraplanners - Attention financial planners! Don’t miss…

Creating deep client engagement (without the fear of making mistakes or losing clients!)The new 6 session webinar-based programme begins on 10th January 2019 more...

Business Developmet for Financial Advisers & Paraplanners - Great people skills – in an instant!

Well over 20 years ago, back when I was an adviser, I had a brilliant yet unintended lesson from a far more experienced adviser. more...

Better Business for Financial Advisers and Paraplanners - Expectations

The ability to anticipate what your customer wants and needs is merely the foundation upon which you can ensure you deliver on expectation. more...

Technology news for Financial Advisers and Paraplanners - Defaqto’s Engage Core integration with Intelliflo’s Intelligent Office

Integration between Intelliflo’s Intelligent Office and Engage Core improves accuracy for advisers and enables them to see a clear picture of their clients’ portfolio in order to offer great advice to their clients. more...

Better Business for Financial Advisers and Paraplanners - Defaqto: Technology: Servicing clients from end-to-end

Financial planning software should support advisers in their entire financial planning process and allow them to save time and effectively service clients throughout their lifecycle. more...

Investment news for Financial Advisers and Paraplanners - NS&I launches new phone services for financial advisers

NS&I has now launched new services for financial advice firms via its Adviser Helpline (0800 092 1228). For the first time, firms will have access to information on their clients’ NS&I holdings via the phone. This will significantly speed up the process of working with NS&I. more...

Business development update for Financial advisers and Paraplanners - Why advisers shouldn't avoid challenging their clients

Although the term 'sales' can have negative connotations these days, if you are providing a professional service then engaging new clients and re-engaging existing ones is often an important part of your business. So, what can give you a significant advantage? more...

Business development update for Financial Advisers and Paraplanners - Finding your life's purpose

I was an enthusiastic devourer of self-help and personal development material for well over twenty years, although I have now been in healthy recovery for nearly seven years now. During my addiction I always noticed how much material there is on finding your life's purpose. Have you ever noticed this? more...

Business development for Financial Advisers and Paraplanners - The Global Age

We live in a Global Age. Ease of accessibility to travel and technology brings us closer together than ever before. The intermingling of people and culture drives us to embrace and adapt, else we risk being left behind. more...

Better Business for Financial Advisers and Paraplanners - Prudential’s Conversation starters, case studies and videos

Prudential are always looking for ways they can assist in helping your clients face some of life’s big events. That’s why they’ve created a ‘Life Events’ hub, that holds a raft of support material including case studies, conversation starters and a series of topical videos. more...

Professional Connections Webcast for Financial Advisers and Paraplanners - Developing Professional Connections: Death and Divorce

Professional Connections Webcast for Financial Advisers and Paraplanners more...

Business development update for Financial advisers and Paraplanners - The key to doing transformational client work – you go first

A couple of years ago I attended a conference in Oslo and one of my memories is of Dr. Aaron Turner make a particularly powerful point. Aaron shared a story about a time he was holidaying in Hawaii with his family. They were spending some time on the beach and he was standing in the sea enjoying the warm water. Even though the water was only knee deep he said he remembered a little voice in his head telling him “You should get out now”. But he ignored it. more...

Better Business for Financial Advisers and Paraplanners - Experiences from another world

Diego Masciaga has career spanning some 40 years in hospitality around the world, 30 consecutive years were spent managing a world famous 3* Michelin restaurant and hotel. His achievements have been recognised by international industry organisations and the Italian Government. These experiences allow him to mentor, coach and make management and leadership speeches both within and outside the hospitality industry, as well as provide customer service and leadership consultancy to many types of businesses. more...

Business development for Financial Advisers and Paraplanners - The 4 keys to getting into your client’s world

Getting deep into the world of your client is the only way you can get to understand them and what they want and put yourself in a position to deliver beyond their expectations. This is far easier than many people seem to make it. What is the starting point? more...

Better Business for Financial Advisers and Paraplanners - Roger Edwards: Stay Active - One great way to keep your marketing communications simple

What on earth could be the message in a video that has me in my Body Combat gear talking about Muppets and Cats sitting on Mats? One of the best ways to keep your marketing communications simple is to, "STAY ACTIVE." more...

Business development for Financial Advisers and Paraplanners - No pressure selling and influence part 1

Being an effective influencer and confidently selling your services are essential skills if you want to build a thriving practice based upon getting great results for your clients. And yet it seems that many advisers feel uncomfortable and lack confidence in this area. For instance, they may feel under pressure, fear rejection or have negative thoughts and feelings about selling and asking people to act. more...

Business development for Financial Advisers and Paraplanners - No pressure selling and influence part 2

Being a powerful influencer is a vital aspect of your role with clients and yet it is something that advisers can be uncomfortable with. In part 1 of this article we looked at the first of 3 common symptoms of feeling under pressure and what is really behind clients having a great experience of you. more...

Trade body news for Financial Advisers and Paraplanners - Bashing the trade associations: Where have we gone wrong?

As a profession, we love our surveys. Product providers, networks, the media and even your trade associations are regularly asking you what you think of the world in which you operate in. more...

Social media news for Financial Advisers and Paraplanners - Your Social media marketing plan

Last time I discussed why it’s worth the effort to be social and the need to treat social media as just part of your marketing effort. Every business that wants to maximise its marketing efforts and spend has a marketing plan, so why not have a social media plan? I want to show you how to develop a social media marketing plan that is simple and easy to put together and that will allow you to use the ideas we have shared over the past few weeks. more...

Business development update for Financial Advisers and Paraplanners - Managing Stress in the Workplace

Stress in the workplace is very common. And as the majority of people are not able to just switch off the minute they clock off, this stress can also have a huge impact on their health and home life. more...

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