I’m a huge fanboy of Future Cashflow Planning in general (and Voyant specifically) for 2 main reasons. Firstly when my own financial planner started using Voyant, it transformed our financial planning discussions. And I have also seen the hugely positive impact that Voyant has had on so many businesses around the country. I believe that […]
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 […]
https://stepchange.ie/wp-content/uploads/2018/07/AdobeStock_127157997-copy.jpeg350700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-11 10:52:432018-07-11 10:52:43What can we learn in Ireland about adviser charges after RDR?
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 […]
https://stepchange.ie/wp-content/uploads/2018/07/AdobeStock_168534889-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-11 10:50:242018-07-11 10:50:24What makes some financial broker websites world class?
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 […]
https://stepchange.ie/wp-content/uploads/2018/06/AdobeStock_168865702-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-06-05 12:13:592018-06-05 12:13:59Just bought a business? Turning 2 into 1
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 […]
https://stepchange.ie/wp-content/uploads/2018/06/AdobeStock_183053213-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-06-05 12:12:212018-06-05 12:12:21Lessons from other industries – segmentation is the key
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 […]
https://stepchange.ie/wp-content/uploads/2018/05/AdobeStock_133492260.jpeg35044844stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-05-11 10:58:122018-05-11 10:58:12How do you approach increasing your fees?
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.
Is Future Cashflow Planning optional?
/in SalesI’m a huge fanboy of Future Cashflow Planning in general (and Voyant specifically) for 2 main reasons. Firstly when my own financial planner started using Voyant, it transformed our financial planning discussions. And I have also seen the hugely positive impact that Voyant has had on so many businesses around the country. I believe that […]
What can we learn in Ireland about adviser charges after RDR?
/in PropositionRDR, 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?
/in Communications, Social MediaCreating 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
/in Brand, CommunicationsSo 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
/in Marketing Planning, SalesGoing 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?
/in Retention, SalesOne 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 […]