2019 is now well underway and we’re all right back in the groove of looking after clients as well as possible, and trying to grow our businesses. As part of this, we’ve outlined five ways to help you to grow your business. While some of the thoughts are not new, hopefully this piece will act […]
/wp-content/uploads/2019/02/AdobeStock_187269267-copy.jpeg438700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-02-05 11:23:362019-02-05 11:23:365 ways to increase our income in 2019
This is the second in a two-part article on expanding your client base into the next generation of younger clients, by accessing the children of your clients. In last month’s article we looked at how you might build links with these younger potential clients. In this second instalment, we’re going to consider some of the […]
/wp-content/uploads/2018/11/AdobeStock_124998876-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-11-29 17:36:222018-11-29 17:36:22Building bridges with the next generation - Part 2
The last few years have generally been very good times for financial advisers. Many of you have grown significantly through your own efforts and those of your team. However there are many of you who have looked to turbo charge this growth through acquisition, either of a book of business or indeed through buying another […]
/wp-content/uploads/2018/11/AdobeStock_165315939-copy.jpeg541700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-11-29 17:34:292018-11-29 17:34:29Questions to ask yourself when growing through acquisition
This is the first instalment in a two-part article about expanding your client base into the next generation of younger clients, by accessing the children of your clients. In this first piece, we consider the challenge of gaining access to the children of clients. Next month we’ll look at how you make this work within […]
/wp-content/uploads/2018/10/AdobeStock_183768246.jpeg267400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-10-31 12:31:482018-10-31 12:31:48Building bridges with the next generation (Part 1)
We have seen quite a significant movement over the last few years of Financial Brokers extending the services they offer to their clients, through the delivery of lifestyle financial planning. While this service may not be suited to every client, or indeed you cannot justify delivering it to every client, the shift is happening. This is […]
Are we seriously talking about 0% asset management fees? Well maybe not yet in Ireland, but Fidelity recently announced the introduction of two core equity index mutual funds covering the U.S. and international markets without any management fee. If we saw a similar development in Ireland, what would it mean for financial advisers? And even […]
/wp-content/uploads/2018/10/AdobeStock_167016559-copy.jpeg400400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-10-01 10:06:122018-10-01 10:06:12What impact would 0% asset management fees have for advisers?
5 ways to increase our income in 2019
/in Sales /by stepchange2019 is now well underway and we’re all right back in the groove of looking after clients as well as possible, and trying to grow our businesses. As part of this, we’ve outlined five ways to help you to grow your business. While some of the thoughts are not new, hopefully this piece will act […]
Building bridges with the next generation – Part 2
/in Sales /by stepchangeThis is the second in a two-part article on expanding your client base into the next generation of younger clients, by accessing the children of your clients. In last month’s article we looked at how you might build links with these younger potential clients. In this second instalment, we’re going to consider some of the […]
Questions to ask yourself when growing through acquisition
/in Sales /by stepchangeThe last few years have generally been very good times for financial advisers. Many of you have grown significantly through your own efforts and those of your team. However there are many of you who have looked to turbo charge this growth through acquisition, either of a book of business or indeed through buying another […]
Building bridges with the next generation (Part 1)
/in Sales /by stepchangeThis is the first instalment in a two-part article about expanding your client base into the next generation of younger clients, by accessing the children of your clients. In this first piece, we consider the challenge of gaining access to the children of clients. Next month we’ll look at how you make this work within […]
What exactly is Lifestyle Financial Planning?
/in Retention, Sales /by stepchangeWe have seen quite a significant movement over the last few years of Financial Brokers extending the services they offer to their clients, through the delivery of lifestyle financial planning. While this service may not be suited to every client, or indeed you cannot justify delivering it to every client, the shift is happening. This is […]
What impact would 0% asset management fees have for advisers?
/in Brand, Proposition /by stepchangeAre we seriously talking about 0% asset management fees? Well maybe not yet in Ireland, but Fidelity recently announced the introduction of two core equity index mutual funds covering the U.S. and international markets without any management fee. If we saw a similar development in Ireland, what would it mean for financial advisers? And even […]