Are you currently trying to recruit financial advisers?

If you are, I feel your pain… This is a really live issue for so many of you out there, and is proving a very difficult nut to crack. Your business has been growing strongly in recent years and there are now lots more clients that require an excellent service from you every year – […]

Get active in your partnerships

Developing a strong partnership with a professional introducer requires skill, patience and most of all – a lot of proactive effort. Yes, some relationships with the likes of accountants begin with a couple of clients being introduced to you, but this usually peters out if that ongoing commitment to keeping the partnership alive quietly falls […]

5 ways to increase your income in 2024

Times are good in general in the financial advice space. Most advisers are pretty much flat out, looking after your clients and building a better business. Growing your business remains front and centre for most of you, so here are five high-level areas that can help you achieve your growth goals. While some of the […]

Your role as a financial therapist

I really think the importance of the role that financial planners play in the lives of your clients cannot be highlighted enough… To think of your role solely in terms of products, investments and even financial plans simply doesn’t do it justice. Each of these are important, but in terms of the lifetime benefits that […]

How come you’re not selling more protection?

This is a question I’ve found myself asking of several firms that I worked with this year. Their businesses are growing revenue strongly, their proposition is very client focused and they are seeking to add value at every turn… but there seems to be surprisingly little focus on protection. When I dig a little deeper, […]

What services will you outsource in 2024?

As we come towards the end of another year, the minds of many financial advisers are taken up with reflecting on the year just gone and planning for the year. The good news is that the reflections are generally positive, with most firms reporting a strong year behind them, with growth in turnover, assets and […]