This is a question I’ve found myself asking of several firms that I worked with this year. Their businesses are growing revenue strongly, their proposition is very client focused and they are seeking to add value at every turn… but there seems to be surprisingly little focus on protection. When I dig a little deeper, […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_1886346502.jpg437700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-29 20:36:112023-11-29 20:36:11How come you’re not selling more protection?
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, with growth in turnover, assets and […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_295822775.jpg452700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-29 20:32:252023-11-29 20:32:25What services will you outsource in 2024?
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. This final action is probably the most important – developing your soft skills. In 2021, 194 […]
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. In this next instalment, we look at the importance of digitalisation. As Financial Brokers will seek […]
https://stepchange.ie/wp-content/uploads/2023/11/shutterstock_412700155.jpg496700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-11-07 17:11:552023-11-07 17:11:55Digitalise your business processes
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 turn our attention to your people, who are the heartbeat of your business. […]
https://stepchange.ie/wp-content/uploads/2023/10/shutterstock_1176387349-1.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-10-05 07:46:462023-10-05 07:46:46Build the best team possible
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. In this latest area, we consider the role of business partners and potential introducers. Partnerships […]
https://stepchange.ie/wp-content/uploads/2023/10/shutterstock_2250485863-1.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-10-05 07:43:382023-10-05 07:45:33Build successful partnerships with other professionals
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How come you’re not selling more protection?
/in SalesThis is a question I’ve found myself asking of several firms that I worked with this year. Their businesses are growing revenue strongly, their proposition is very client focused and they are seeking to add value at every turn… but there seems to be surprisingly little focus on protection. When I dig a little deeper, […]
What services will you outsource in 2024?
/in Marketing PlanningAs 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, with growth in turnover, assets and […]
Develop your Soft Skills
/in BrandAs 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. This final action is probably the most important – developing your soft skills. In 2021, 194 […]
Digitalise your business processes
/in CommunicationsAs 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. In this next instalment, we look at the importance of digitalisation. As Financial Brokers will seek […]
Build the best team possible
/in BrandAs 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 turn our attention to your people, who are the heartbeat of your business. […]
Build successful partnerships with other professionals
/in CommunicationsAs 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. In this latest area, we consider the role of business partners and potential introducers. Partnerships […]