I took the opportunity this week to grab a coffee and have a good read of an excellent piece of research that was issued by PortfolioMetrix at the start of the summer. The research is called “The insider’s guide to the value of advice” and can be accessed here. It’s well worth a read, as […]
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Entries by stepchange
In the last few years, there has been a significant upsurge in financial advice firms wanting to unlock the opportunities offered by CRM systems. For some, this has meant seeking to place it at the heart of their sales processes. For others their challenge has been to begin using it as more than a glorified […]
Many financial advisers that I speak to these days have discovered a new lease of life in working from home. They love saving the commuting time and the flexibility offered in working from home. I’ve also never had as many questions about my own garden office, as many consider a more permanent shift to home […]
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m taking a slightly different route… I’m only going to highlight 3 apps that I use pretty much every day, however they each save me hours of work over the course of every month. I’m […]
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 […]