This is a question that occupies a lot of thinking time of many advisers today, as they contemplate their future client acquisition strategies. While we are seeing some advisers setting minimum hurdle sizes with new clients (either in assets under management or agreed fee levels), let’s be honest, many advisers are generalists, welcoming any prospective […]
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Entries by stepchange
I’m a big fan of LinkedIn and have been for the last decade. While some people (too quickly) dismiss it as just another route for recruiters to target your staff, I believe it offers significant benefits to financial planners in building and engaging a valuable network. However it’s not perfect, and as a follow-on piece […]
OK, so we’re all still in lockdown but this time it is very different – the end is in sight. Most conversations are hopeful about this being the final lockdown and that is something no-one felt confident about before. Now that we all see the vaccine rollout gathering pace and assuming there are no major […]
For those looking for the shortened version – the answer is a resounding YES! In fact LinkedIn is really not optional for financial advisers any more, as the opportunity cost of not using it is simply too great to ignore now. You must have a presence on it and it must be a very strong […]
2020 has been a year like no other. It has created unexpected and unique challenges for financial advisers in terms of the daily running of your business, interacting with clients and growing your business. There was no clue coming into 2020 that it was going to be a year less ordinary… In looking at the […]
I quite regularly get phone calls from financial advisers who are hitting a wall when it comes to attracting new clients. Some are looking for a quick fix, the single activity that they can then get to work on, in the hope of getting new clients on board. This has become a significant issue for […]