Business Development

Apprenticeship news for Financial Advisers and Paraplanners - NMBA Apprenticeships: 2019 start dates still available

The New Model Business Academy, part of the SimplyBiz Group, has seen it’s ever-popular apprenticeship programme go from strength to strength after receiving further funding last month from the ESFA, and launching a new course for Mortgage Advisers to sit alongside their Financial Adviser and Paraplanner programmes. more...

Panacea report for Financial Advisers and Paraplanners - What are we and where do we go from here? A report on the future of advice

With so many regulatory changes being made, more to come, along with the rise of new technologies and Baby Boomers continuing to age, it seems that we are looking at a number of disruptions to the status quo. more...

Research for Financial advisers and Paraplanners - Square Mile: Defining value for fund managers

Defining value for fund managers, view the adviser newsletter more...

Business Development for Financial Advisers and Paraplanners - What they don’t teach you at financial planning school

When I became a self-employed financial adviser in 1991, I attended a week-long training programme and I was then expected to go out and make a living. more...

Business Development for Financial Advisers and Paraplanners - Where do you find new clients?

What prompted this article was recently reading that 70% of advisers are actively seeking new clients. I know from working for myself for over twenty-five years and working with dozens of my own clients that consistently bringing on new clients can seem one of the biggest challenges in growing a successful practice. more...

Business Development for Financial Advisers and Paraplanners - The joy of missing out

How many self-help books have you got on your book case or lying around half read? Self-help is a multi-billion industry. In the USA alone it was worth $10bn in 2018. It fills bookstores, packs out conference rooms and is all over the web and social media. more...

Better Business for Financial Advisers - NS&I present 'small advice firm of the year' to hunter aitkenhead & walker at money marketing awards

This year’s Money Marketing Awards celebrated some of the best advice firms and individuals in the advice industry, and NS&I were proud to sponsor an award: Small Advice Firm of the Year. This award looks to celebrate the success of small advice firms in their relationships with clients. more...

Better Business for Financial Advisers and Paraplanners - FECIF Trust – the cornerstone of financial advice

There’s a quote that says, “Trust takes years to build, seconds to break, and forever to repair”. This is nowhere truer than in the financial world, where a person’s quality of life relies on decisions made by the experts in whom they place their trust. more...

Marketing support for Financial Advisers and Paraplanners - Free website checklist

Your website is your shop window, and a key communication tool, but is it working as hard as it should? more...

Better Business for Financial Advisers and Paraplanners - Free marketing checklist

When it comes to marketing your business, there are an overwhelming number of ways you can approach it - website, social media, branding, events, blogging, ads, video etc.  more...

Business development for Financial Advisers and Paraplanners - Transforming Financial Services Selling

In our post RDR, post consolidation world, with the advent of the larger, more integrated advice firms, and their professional academies, the sales techniques of the 90s are well overdue for expunging from the business. more...

Free resource for Financial Advisers - Getting your Human Resources in order, 4th Edition

Download our free guide to Getting your Human Resources in Order more...

White paper for Financial Advisers & Paraplanners - All New 2019 Whitepaper on the Seller Landscape in Financial Services

A quick one , the latest new IFA white paper from Steve Hagues is out covering exact sold prices across the retail financial services sector in 2018-19 more...

Better Business for Financial Advisers and Paraplanners - The Other Advice Gap

Advisers know about the advice gap, its reasons and implications, but there is another gap which is becoming more evident. As many traditional clients age, and a new wave of younger advisers and financial planners enters the industry, our old friend the Generation Gap is re-emerging, and has real implications for business development and client engagement. It isn’t just about different financial experience, its about different life experience, and the implications those have. more...

Better Business for Financial Advisers and Paraplanners - Talk to someone about themselves and they'll listen for hours

One of the most impactful books I have ever read was ‘How to win friends and influence people’, written by Dale Carnegie in 1936. Over 15 million copies have been sold worldwide making it one of the most popular self-help books of all time. While social media was a far flung fantasy in 1936 the principles Carnegie talked about then are very relevant in our digital communication world. more...

Protection news for Financial Advisers and Paraplanners - Royal London: The marketing studio – helping you make the case for protection

At Royal London we aim to give you marketing material full of powerful arguments to help you make the case for protection, develop your client base and increase referrals. That’s why we built the marketing studio specifically for advisers. more...

Better Business for Financial Advisers and Paraplanners - How to say No when everyone expects you to say yes

How often do you say yes when you really want to say No? If you say No do you feel your letting people down, missing out on an opportunity or even afraid of the consequences? more...

Business development for Financial Advisers and Paraplanners - Aviva: Your exclusive invitation to our Google webinar

Would you like to learn how to get more clients visiting your website from Google search rankings? more...

Business Development update for Financial Advisers and Paraplanners - How to keep your client relationships fresh and inspiring

If you asked your clients to rate your review meetings with them on a scale of 1 - 10 (for quality of experience and impact), how do you think would they rate them? Would they give a 10 out of 10 - the meetings are always fresh, inspiring and never fail to touch upon something highly important to your client? Despite knowing each other well you are always able to deeply engage your client. 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...

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...

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...

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