Business Development

Better Business for Financial Advisers and Paraplanners - CuraVision - The ABCs – Mrs O – Obsessive Compulsive Disorder

In the latest CuraVision video from Cura, Kathryn talks about Olivia, who came to Cura because she'd just set up a capital repayment mortgage and wanted to put something in place, to provide some financial security to her family in case something was to happen to her. Giving her reassurance that her husband and children could stay in the family home, and not have the unnecessary financial worry during what would be a difficult time. more...

Better Business for Financial Advisers and Paralanners - Now is the time to plan not panic

In these turbulent times I am reminded of a quote from Benjamin Graham the father of value investing when he said “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioural discipline that are likely to get you where you want to go.” Isn’t that the issue with so many people we react day to day when in fact we all need a plan, habits and the discipline to get us to where we desire to be. more...

Business Development news for Financial Advisers and Paraplanners - What is your elevator pitch?

If a potential new client asked you what do you do, how well would you be able to sell your business and more importantly yourself? more...

Business development for Financial Advisers and Paraplanners - Fundsnetwork: PROD 3 and 4 – what you need to know

As part of MiFID II, the FCA introduced the Product Intervention and Product Governance Sourcebook (PROD) rules in January 2018. Research has shown that some advisers are unaware of how the rules apply to them. more...

Business Development for Financial Advisers and Paraplanners - Put your future in good hands - your own

In the last few weeks I have shared with you some ideas on how goal setting can help you in 2020. Hopefully those that want to change have started to think about what their goals could be. The first step in effective goal setting is making sure you're clear about what your objectives in life are. Once you've done that, you must write them down, mapping out how to achieve your goals more...

Business Development news for Financial Advisers and Paraplanners - Get paid not to stop

How it looks to me is that a significant element of the financial services business still believes that the value for clients is all in the transaction. Why else would ‘advice’ be offered for free? more...

Business Development news for Financial Advisers and Paraplanners - Why goal setting can open doors for you in 2020

This article is about how to choose New Year's resolutions that could actually change your life and more importantly how to keep them! more...

Better Business for Financial Advisers and Paraplanners - Resolutions don’t work but Goals do

So did you set a new year’s resolution for 2020? Perhaps you pledged to get fit and lose weight after the festive excesses or even give up drinking after visiting the recycling centre and dropping off all those wine bottles? more...

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...

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