Where else can you add value in estate planning?

Estate planning has become a routine and valued part of the advice offered by financial planners today. As you work with clients particularly on their post-retirement financial planning needs, the questions and attention inevitably turn to what happens with the balance of wealth at death. Of course the strategies that you advise about don’t commence […]

Why your clients leave you.

A previous article that we wrote about when it’s time to fire a client drew a fair bit of comment… It proved to be a situation that many financial advisers have experienced. However, now it’s time to take a look at the flip side of the coin – when clients leave you. We’ve set out […]

4 ways to increase your income in 2022, without new clients

Most advisers that I’m talking to have had another strong year in 2021. You’ve attracted some new clients, your existing clients have needed reviews and sometimes revised product solutions to reflect their changed circumstances, and markets have performed well again in 2021 resulting in increased trail income. But it’s not all one way traffic… I’m […]

Take out earnings or re-invest?

Like many of your peers, I hope you’ve had a strong business year in 2021. If so, hopefully that leaves you with the enviable situation of having to decide what to do with the surplus cash in your business. While I’m certainly no accountant and the views of your own accountant should certainly be sought, […]

Cough, cough – I need to talk to you about our fees…

One of the areas of greatest challenge for financial planners in Ireland today is increasing the level of your fees / trail commission from the levels that you are currently charging. But time marches along, and often when you actually turn to really examining the issue, many advisers find that their charges haven’t increased at […]

Are your Calls to Action working?

When helping financial advice businesses review their marketing approaches, one of the foremost digital assets that gets a lot of attention is of course the company’s website. While there are many aspects to reviewing a site – the design, ease of travel through the site, quality of content and search performance being among the main […]