Do you want to reach a younger audience?

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.   We have considered previously the importance of developing the best proposition and services for different […]

It’s time to plan for greater numbers of female clients

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.   We have considered previously the importance of developing the best proposition and services for different […]

Have the right cost model in place

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. We have considered previously the importance of developing the best proposition and services for different groups […]

6 Apps that make my working life much easier

Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve zoned in on 6 apps that I use very regularly, in some cases many times each day. I’ve ignored meeting apps such as Zoom or MS Teams as these are used by everyone today. […]

Your product expertise is a crucial skill

You sometimes might get a sense from some quarters that the only skilled work of a Financial Broker is in financial planning, and that the product side of your customer relationship is, well the ugly side of it… This is flawed thinking. Yes, financial planning is an important and valuable skill, but implementing the optimal […]

Have you segmented your existing clients in a structured way?

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. We now consider the next action identified, which sets out the importance of carrying out segmentation […]