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?
As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. This final action is probably the most important – developing your soft skills. In 2021, 194 […]
As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. In this next instalment, we look at the importance of digitalisation. As Financial Brokers will seek […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_412700155.jpg496700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-07 17:11:552023-11-07 17:11:55Digitalise your business processes
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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 […]
Develop your Soft Skills
/in BrandAs an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. This final action is probably the most important – developing your soft skills. In 2021, 194 […]
Digitalise your business processes
/in CommunicationsAs an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. In this next instalment, we look at the importance of digitalisation. As Financial Brokers will seek […]