I recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2020, in which we saw continuing challenges for the financial services industry in relation to trust. However we also saw that trust in the financial services industry is growing faster than any other sector, so the graph is definitely moving […]
Everybody is extremely concerned – about our own health, the health of our loved ones, for many people their jobs are gone and also the economy is on the brink of a major downturn. Financial advisers face the double whammy of having clients who are concerned of course about the virus, and who are also […]
“OF COURSE THEY DO!” I hear you shout indignantly! Because trust sits at the heart of a financial adviser’s business. It’s that critical ingredient that you can’t survive without, but unfortunately you can’t just go out and buy it, or even simply ask for it. It can only be earned by what you do, and […]
2020 is well underway and everyone is hard at work to make this year your best year yet. Some advisers take a very structured approach to business planning, others prefer a bit more of a “seat of the pants” approach! The latter group give a bit of thought to the upcoming year, but sometimes find […]
The time is fast approaching when it will be mandatory to display your commission levels on your website. It’s quite unclear at this stage how most firms will approach this, due to the bewildering number of options available in the market. But display them, you will have to. Are you likely to get lots of […]
A new year, a new decade. Most advisers are pretty much flat out, looking after your clients and building a better and more durable 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 thoughts […]
