I was fortunate recently to be asked by Brokers Ireland to moderate panel discussions at a symposium with 8 professionals from broker representative organisations from around the world. Following the symposium, I wrote a whitepaper that Brokers Ireland will be sharing with their members in the coming weeks. The purpose [...]

Over the next few newsletters, we're going to highlight specific challenges faced by advice firms in Ireland today and solutions we've developed in StepChange to help you address them. We're going to start with the most important one of the lot - Planning. The best advice firms in the country [...]

It’s that time of year again, even though you might not know it by the weather… Both your clients and yourself are likely looking to spend a bit of time out of the normal routine. As a result, business may be a little quieter for the next month. So here [...]

In the competitive world of providing financial advice, effective marketing can be the dividing line between a flourishing business and one that struggles to attract and retain clients. Despite best efforts, many financial advisers find their marketing strategies failing to deliver expected results. Here's a look at the crucial [...]

Ever since the pandemic, there has been a lot of talk about hybrid planning models, and the truth is that they probably mean different things to different advisers. So, here’s my tuppence worth on them… To my mind, a hybrid planning model is one where the best traditional financial [...]

As we come towards the end of another year, the minds of many financial advisers are taken up with reflecting on the year just gone and planning for the year. The good news is that the reflections are generally positive, with most firms reporting a strong year behind them, [...]

As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We have considered previously the importance of developing the best [...]

As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We have considered previously the importance of developing the best [...]

As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We now consider the first action identified, which is the [...]

Last month I introduced a research project that I was fortunate to deliver for Brokers Ireland with the aim of developing a future-facing view of what the Financial Broker sector will look like in 2030. The primary purpose of the research was to inform Brokers Ireland as to how [...]