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 – […]
https://stepchange.ie/wp-content/uploads/2024/02/shutterstock_496840360.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2024-02-29 09:34:062024-02-29 09:34:06Are you currently trying to recruit financial advisers?
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 […]
https://stepchange.ie/wp-content/uploads/2019/09/AdobeStock_208083770-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2024-02-29 09:31:542024-02-29 09:31:54Get active in your partnerships
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 […]
https://stepchange.ie/wp-content/uploads/2024/02/shutterstock_721600711.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2024-02-12 19:23:212024-02-12 19:23:215 ways to increase your income in 2024
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 […]
https://stepchange.ie/wp-content/uploads/2024/02/shutterstock_1784639909-1.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2024-02-12 19:22:162024-02-12 19:22:16Your role as a financial therapist
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, […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_1886346502.jpg437700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-29 20:36:112023-11-29 20:36:11How come you’re not selling more protection?
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 […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_295822775-1.jpg452700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-29 20:32:252023-12-05 14:16:31What services will you outsource in 2024?
This website uses cookies to improve your experience. Click Read More to view the StepChange Ltd. Privacy Policy AcceptRead More
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Are you currently trying to recruit financial advisers?
/in PropositionIf 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
/in BrandDeveloping 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
/in PropositionTimes 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
/in Brand, SalesI 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?
/in SalesThis 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?
/in Marketing PlanningAs 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 […]