What clients expect from your tech

Technology, for all its critics, has raised the bar in our everyday lives. We order Christmas presents on Amazon, we book an Uber at the end of the staff party and we watch Netflix on our Apple Macs. We want everything here and now, if not sooner. Including financial advice. So, are Millennials who get […]

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How to Plan and Schedule Content

As a financial adviser, you know that if you want to reach a broader audience or even grab the attention of the next generation of clients, the place to be is online. While social media is a great tool to generate awareness for your business and engage with clients, creating a content marketing plan can […]

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Four top financial planning communities to network online

Online professional networks can be rich in tips and information that can help us run our businesses. Websites like LinkedIn offer invaluable peer-to-peer resources on personal development, marketing, finance, HR and much more. And, let’s face it, sometimes those communities are just a good place to have a moan about the world with like-minded professionals. […]

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Signed, sealed, delivered: Wet signatures vs e-signatures

A client adviser relationship always starts with a signature. Building and maintaining that relationship may take years afterwards and it’s key to the success of the adviser’s business as well as their reputation. But that challenging and rewarding process needs a name on the dotted line. And for the client, signing that agreement, which is […]

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How to use social media compliantly

We all know social media gives us access to a vast audience at our fingertips. As a financial adviser, you might use the medium to be closer to your clients and connect with them using tools they’re familiar with. However, in such a regulated industry, finding the balance between showcasing your business’ human side while […]

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Flexible Working: How to retain staff and talent

It’s 4pm, and your staff are shifting around in their seats. If it turns out they are simply worried about how late they can leave before getting stuck in traffic, or crammed into public transport, it might be time to consider flexible working. Freedom outside the office There are many terms that fit under this […]

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Four ways to demonstrate value to clients

Retaining clients is the most important thing an adviser can focus on, because without clients there is no business. It sounds obvious, but then again advisers and staff can spend so much time on paperwork and the small print that they risk losing focus on the larger picture – demonstrating consistent value to clients and […]

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