Business Development

Better Business for Financial Advisers and Paraplanners - Control your own destiny or someone else will!

My last article was about Business Vision, the ability to define with confidence and facts the way in which your business and life could evolve. I’d now like to look at a key step in this process, the business audit. more...

Business Development for Financial Advisers and Paraplanners - Have you got a 2020 vision?

Part of my weekend ritual when I was much younger in the 90s, was the visit to the video and then DVD store to rent the latest releases, No downloads or streaming then. It seemed to me that every high street had a Blockbuster video store. more...

Business Development for Financial Advisers and Paraplanners - Nucleus: Is your firm ready for the SM&CR?

The senior managers and certification regime (SM&CR) comes in to force for all solo-regulated firms on 9 December 2019. At Nucleus, we’re running a campaign to help our users get ready for this initiative. Whether you’re about to finalise your preparations or you still have a way to go, financial planning firms need to understand what’s required to make sure they’re ready. more...

Better Business for Financial Advisers and Paraplanners - Aviva: 5 ways volunteering is good for business

Giving your time for volunteering could be the start of something special… for your business, tooGiving your time for volunteering could be the start of something special… for your business, too. more...

Business Development for Financial Advisers and Paraplanners - Turning clients away - is it good for business?

Towards the end of last year, I was privileged to be invited along to a focus group for a financial planning client of mine. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

HMRC has paid back £480m to taxpayers since the introduction of the pension freedoms (FT Adviser 31/07/19). To support you and your clients, FundsNetwork have created a practical guide where they explain how the tax on pension withdrawals is administered and outline the process for reclaiming any overpaid tax. more...

Business Development for Financial Advisers and Paraplanners - FundsNetwork: Building profitable practices

What are the key business challenges facing advisory firms? And what does it take to run a profitable practice? From boosting productivity to hiring the right people, how can you help make your business a success? more...

Investment videos for Financial Advisers & Paraplanners - Aviva: Recognising the signs of a vulnerable customer

If we think of someone who is vulnerable, we generally conjure up the image of an elderly person, a child, or maybe someone with a disability. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: The top six ways to spot a phishing attack

Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities. Everyday millions of phishing emails are sent out to unsuspecting victims all over the world. FundsNetwork have created a checklist to help you detect them. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: October is Cybersecurity Awareness Month

What’s your firm’s cybersecurity strategy? How do you assess the security of your platform partners? Would you know how to spot a phishing attack? more...

Better Business for Financial Advisers and Paraplanners - Never give up on your goals

As I write, it’s now the start of October and I’m thinking where has the year gone? It seems only days ago I was sitting down thinking about what I wanted to achieve this year. I even wrote out my plan and detailed the goals needed to achieve it more...

Better Business for Financial Advisers and Paraplanners - How to raise your fees (and have clients willingly pay them)

Going back over ten years to the early days of my coaching business I remember walking along Piccadilly one day, on the way to see a client one day and, quite by chance, I bumped into my friend Jamie who is also a business and corporate coach. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Be illuminated

We’ve been running our successful illuminate proposition since 2015. It’s an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. It’s designed to complement illuminate live events that we held across the country each year. more...

Better Business for Financial Advisers and Paraplanners - The key to successful client presentations

When presenting your financial plan and solutions to a client you want them to be in a highly receptive state and eager to listen to you, don’t you? more...

Business Development for Financial Advisers and Paraplanners - Will I have a good day?

As a father of children with autism, you wear many hats. You’re a nutritionist ensuring they eat well, a psychotherapist making sure they improve their co-ordination and most days a psychologist dealing with anxiety. My eldest boy usually starts each day looking for affirmation and emotional support and often asks a question due to anxiety “Will I have a good day”. more...

Savings webinar for Financial Advisers and Paraplanners - Prudential: Handling income and investments with care webinar

Register to join one of Prudential’s webinar sessions on Wednesday 18 September,to help you identify new opportunities with your clients. more...

Better Business for Financial Advisers and Paraplanners - Every day is a school day – so never stop learning

I’m a great believer in never ending your education and that, as the old saying goes, every day is a school day. If we stop learning we stop evolving and we might not reach our full potential or even enjoy life as much as we should. more...

Business Development for Financial Advisers and Paraplanners - Square Mile Research: Understanding how your risk tool is calibrated

As your business models evolve in the post-RDR world,and your financial planning processes continue to undergoimprovement, Square Mileobserves that many centralisedinvestment propositions rely onthe use of third-party strategic asset allocation tools. more...

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...

First 1 | 2 | 3 | 4 | 5 | 6 | 7 | ... Next Last