What can we learn in Ireland about adviser charges after RDR?

RDR, the Retail Distribution Review in the UK – do you remember how it was to herald the end of the world for advisers in the UK? So what has actually happened, and what can we learn in Ireland from it? I came across reports about 2 pieces of research that were carried out in […]

What makes some financial broker websites world class?

Creating a world class website is within the reach of financial brokers. The secret to it is to follow some simple guidelines, put a lot of work into creating excellent content and then pay a very high level of attention to the detail. If you’ve a fairly basic website or one that hasn’t been revisited in […]

Just bought a business? Turning 2 into 1

So you’ve made the big move… Your business is in growth mode and you’ve decided to accelerate that growth by acquiring another advice business that’s for sale. The price has been agreed, as has the structure of the deal relating to the earn-out period and terms for the owner of the acquired business. While this […]

Lessons from other industries – segmentation is the key

Going back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]

How do you approach increasing your fees?

One of the areas of greatest challenge for financial planners in Ireland today is increasing the level of your fees / trail commission from the levels that you are currently charging. But time marches along, and often when you actually turn to really examining the issue, many advisers find that their charges haven’t increased at […]

10 tips for brilliant client seminars

Financial brokers are always seeking out different ways to keep your clients engaged throughout the year. Many of you send out regular updates and newsletters, you of course meet clients face to face and some of you use technology to deliver excellent webinars and conference calls. A popular marketing tool is client seminars, as these […]