I’ve been very fortunate in the past 12-18 months to work with a great advice firm in helping their employees to develop Personal Development Plans. This firm is really committed to supporting their employees’ growth in both their current roles and in their careers overall. As part of the work, I’ve had a series of […]
These are tough times for advisers at the moment. Yes, your businesses are more resilient than most, mainly down to your efforts in recent years in building up a strong recurring income stream. But this still doesn’t fully compensate for the slowdown in new business that many of you are experiencing. I know from recent […]
In a previous article titled “How many hats do you wear?” I identified the role of a financial adviser as that of, Dream Coach Lifestyle Enabler Behaviour Coach Family Finance Guide Financial Planner All of these roles are still relevant and applicable, but I think we have learned in the last few months that you […]
As advisers are adjusting to working remotely from the office and distanced from clients, the challenge of attracting new clients has now been raised with me a number of times. Most advisers have adjusted quickly to servicing existing clients, however attracting new clients has been more challenging. While the recent economic upheaval has created a […]
As most financial advisers have been working from home for a couple of weeks now, everyone is starting to get a sense of how viable it is as an alternative way of working. While everyone’s experiences are different, from my conversations with advisers I’m finding three cohorts emerging, The “never again” crew: There are […]
Is this a time to be talking about an inter-generational financial planning proposition? Maybe it is… First of all during these restricted times, it’s a lot more difficult to get out and mix among prospective clients. Secondly now that you probably have a bit more time on your hands, there’s an opportunity to spend some […]
