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 […]

Do you segment your clients beyond asset amounts?

We have written many times in the past about the importance of client segmentation. In this latest of our “12 StepChanges to a Better Business” series, we are going to explain how we work with adviser firms to assist them in completing structured and effective client segmentation. As recently as January 2019, we wrote here about […]

“So, can you tell me please how you charge”?

There’s a lot of work being done at the moment by financial planning firms in the Irish market in the broad area of charging for services delivered. Firms are reviewing the services delivered to clients and are working out how best to be paid for those services. This opens up a number of areas; fees […]

Money always moves when life is in transition

Credit to Stephen Browne, Voyant At the Power of Financial Planning conference in the UK last year, Mitch Anthony said, “Money always moves when life is in transition”. This quote really hit home as a central theme of the life changing impact that you can have as a financial planner, and how you are so […]