Entries by stepchange

8 years on – what has changed?

I recently passed the 8th anniversary of leaving corporate life and setting up StepChange, with the aim of helping financial advisers to grow their businesses and to build durable, long-term value in them. So what’s changed in the last eight years?   The market is fundamentally different today Eight years ago, the term financial planner […]

Turbo charge your business in 2020

What am I doing, talking about 2020 already? Well I’m not asking you to wish your life away, but quite a number of financial advisers have observed that July and August are quieter times for them. And this quiet time offers an opportunity to do some planning for your business. You should always be thinking […]

Have you some spare time over the summer?

It’s that time of year again… There’s a mini heatwave this week and everyone is trying to spend a bit more time outdoors. The downside is that business may be getting just a little quieter for the next month or two. So here lies the opportunity! It’s possible that you’ll have a bit more spare […]

8 great apps I use nearly every day

Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 8 apps that I use regularly and that make my work / financial life a little easier to manage. In the list, there are 2 apps in each of the following categories; Banking […]

How good is your sales activity planning?

In this latest in our series of “12 StepChanges to a better business”, we set out our thinking around the importance of structured sales activity planning and the benefits that can be gained from having a consistent, committed approach to your sales and marketing activities that are aimed at your key clients and also your […]