Phil Wickenden

Phil Wickenden

Phil Wickenden: Building loyal clients is not all about brand

Far too many advertising and selling initiatives communicate a diatribe of product ‘features’, not offering much by way of distinctive value or any focused or truly compelling benefit. This is despite customers not wanting to be spammed with information about a product or service. They want to feel the connection with it. The point of […]

Phil Wickenden

Phil Wickenden: Start building your centralised retirement proposition now

Seventy-two per cent of advisers agree there is a need for a more robust and centralised retirement income planning process. This figures, as a) most advisers will typically be managing money for longer due to both greater numbers selecting drawdown and continued management of money post-death, alongside b) the inevitable increasing complexities of decumulation. Yet, […]

Phil Wickenden

Phil Wickenden: Avoid protection procrastination

The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]

Phil Wickenden
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Phil Wickenden: Next generation advice models

December 2012 had all the hallmarks of finality. A galactic alignment 26,000 years in the making and an historic “year zero” according to arcane texts, signalling a great end to the world as we know it. This was expected to be the day that massive solar flares were to burst off our sun, scorching the […]

Phil Wickenden
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Phil Wickenden: Can you manage competing retirement income objectives?

Almost three years on from the start of the pension freedoms, people approaching retirement are looking for the most effective and efficient way to use the flexibility, while also balancing the various risks that come with this freedom of choice. While there are undoubtedly many opportunities, there are also challenges for both clients and their […]

Phil Wickenden

Phil Wickenden: Have a clear strategy for referrals

Word of mouth communication remains one of the oldest but most vital tools available to us in business generation. That said, too often our old school funnel approach to marketing seeks to put random people in at the top and trust that loyal customers come out at the bottom, telling all and sundry about how […]