Explore Wealth Management managing director Stephen Sumner explains the benefits of business coaching for financial advice firms
Providers are constantly updating their offerings, but does this make CI cover easier to sell?
Wingate Financial Planning senior paraplanner Mohamad Alrayees
on the company’s centralised investment proposition
You know when you have given your clients sound advice based on everything you can reasonably be expected to know. But will it stand the test of time? The UK has become increasingly litigious and the rules on which advice to clients is based can change in the blink of an eye. With the passing […]
Imagine you had no business but you did have access to 150,000 potential clients. Would that be enough of an incentive to launch an advice firm? That was exactly the position Buckingham Gate managing director Matt Smith was in four years ago when he walked into a meeting with digital marketing firm Dianomi. Smith is […]
Three advisers share their experiences
of leaving the networks behind
Vitality’s methods are well established in the protection market, but can they succeed for retirement savings?
Niche IFA director Ray Adams on the defined benefit transfer crisis that has hurt his community
Strategic Solutions director Allan Cruse on the value of extra skills and specialist knowledge
Newell Palmer director Peter Bannister on managing investments in-house
New Worldwide Financial Planning managing director on getting his feet under the table and keeping robos in their place
LEBC chief executive says advisers must change the way they let people interact with them It seems logical for businesses to consider widening access to their services if they want to grow. Some might explore a new region to broaden their reach geographically. For others, offering a range of services that cater for different customer […]