Entries by stepchange

Why your clients leave you

An article in last month’s newsletter about when it’s time to fire a client drew a lot of attention! It proved to be a situation that many financial advisers have experienced. However, now it’s time to take a look at the flip side of the coin – when clients leave you. We’ve set out below […]

How good are you at following up potential clients?

A question often asked by financial advisers and planners is how to effectively get prospects “over the line”. Some cases are very straightforward – you meet a prospect, find out a bit about them, set out how you might help them, and they immediately decide to move ahead with you. But sometimes it’s not like […]

When did you last refresh your website?

This is the latest instalment in our series of “12 StepChanges to a better business”, where we explain some of the services that StepChange brings to our financial adviser clients. This month it’s the turn of websites.   Creating a world class website is within the reach of financial advisers. The secret to it is […]

Do you need a marketing overhaul?

In this latest in our series of “12 StepChanges to a better business”, we set out the details of how we help advice firms in Ireland to completely overhaul the marketing side of their business. With clients having a bewildering array of choices available to them and receiving approaches from other advice firms and financial […]

Take action when it’s time to fire a client

It’s hard enough to get clients in the first place, I hear you say… But sometimes relationships just don’t work out and it’s time to part ways. This arises relatively infrequently in personal relationships, and it also arises fairly rarely in adviser / client relationships. But just as it doesn’t make sense to stay in […]

Help your clients retire properly

One of the primary reasons why clients reach out to financial planners is to plan for financial security in retirement. Of course, financial planners today deliver far more than helping clients to simply save money for the future. You help clients to visualise what their retirement will look like, you put a cost on this […]