Trail commission. Is it the silver bullet that enables Financial Brokers to be paid for the value they add, to build value in their businesses and eventually sell the business at a healthy multiple? Or is it a somewhat opaque way for advisers to be paid, sometimes with very tenuous links between the value provided […]
https://stepchange.ie/wp-content/uploads/2018/08/AdobeStock_29252999-copy.jpeg358400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-08-30 08:45:342018-08-30 08:45:34What’s the right fee structure for you?
Every summer I give one of these articles over to the subject of apps that I use all the time. This year, I’m taking a slightly different slant on it, and am looking only at apps that I use in my financial life. These cross over both my business and personal lives, as some of […]
https://stepchange.ie/wp-content/uploads/2018/07/IMG_0587.jpg1334750stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-31 17:49:232018-07-31 17:49:236 financial apps I use all the time
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 […]
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What’s the right fee structure for you?
/in RetentionTrail commission. Is it the silver bullet that enables Financial Brokers to be paid for the value they add, to build value in their businesses and eventually sell the business at a healthy multiple? Or is it a somewhat opaque way for advisers to be paid, sometimes with very tenuous links between the value provided […]
6 financial apps I use all the time
/in Communications, Social MediaEvery summer I give one of these articles over to the subject of apps that I use all the time. This year, I’m taking a slightly different slant on it, and am looking only at apps that I use in my financial life. These cross over both my business and personal lives, as some of […]
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 […]