So here we are again at this stage in the market cycle… Even though the economic picture is somewhat cloudy, activity remains high in most advice firms, income is holding up and one of the biggest challenges for many firms is beefing up their advice teams. Those who are recruiting are looking to pick up […]
As someone who runs a niche business myself, concentrating solely on the financial advice sector, I’m a real believer in the potential to run a niche financial advice business. I’m also aware of lots of financial advice businesses that are pursuing niche strategies. I’ve written before about how niche strategies can make your life so […]
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve steered clear of any financial apps and have focused on apps (desktop and/or phone) that make my working life easier. I’m finding that the more I use them, the more uses I find for […]
This is the second in a two-part article on expanding your client base into the next generation of younger clients, by accessing the children of your clients. In last month’s article we looked at how you might build links with these younger potential clients. In this second instalment, we’re going to consider some of the […]
This is the first instalment in a two-part article about expanding your client base into the next generation of younger clients, by accessing the children of your clients. In this first piece, we consider the challenge of gaining access to the children of clients. Next month we’ll look at how you make this work within […]
I’m fortunate to be dealing with several of the best and most progressive financial planning businesses in the Irish market. A common trait among these firms is their constant challenge and revision of their own proposition, ensuring they can deliver ongoing value to their clients consistently and through every interaction. Another trait that they seem […]
