Business tips

        Why better for clients is better for business

        Professional Adviser | 17 Dec 2014 | 12:13

        Clients don’t actually care that much about pensions or ISAs or any other product on the market, writes Lawrence Cook


        So you think you need a paraplanner? Read this first...

        If you think your business could benefit from a paraplanner's services, here are five things you should consider...

        Professional Adviser | 17 Dec 2014 | 10:21
        No more snowflakes why enterprise application design needs to change in the age of cloud

        Advisers brace for income cold snap

        The festive period is predictably slow for advised business, but research suggests the drop in income can be significant.

        Professional Adviser | 12 Dec 2014 | 10:08

    Other Business tips articles


      Time is of the essence when it comes to auto-enrolment advice

      The scale of auto-enrolment makes it an unprecedented opportunity, yet tackling it profitably is the conundrum for providers and advisers alike, writes Tom Nall

      Professional Adviser | 11 Dec 2014 | 16:05

      Unicycles and Germans: Or why blowing your own trumpet is good for building credibility

      Building credibility is essential in the adviser/client relationship. Dan Russell shares his thoughts on why boasting is no bad thing…

      Professional Adviser | 09 Dec 2014 | 10:47
      jon everill

      Make or break: The importance of first impressions

      The first 60 seconds with a client are more important than the first hour, writes Jon Everill. Here’s how to make first impressions count

      Professional Adviser | 05 Dec 2014 | 10:52

      Banker's Umbrella: Stop being afraid and start building business from social

      In the first of a new column for Professional Adviser, the quasi-mysterious Banker's Umbrella attempts to comprehend some firms' stance on social media and explains why they cannot afford to stay away...

      Professional Adviser | 21 Nov 2014 | 10:36

      Ready, aim, fire: Setting a business strategy for long-term success

      Andy Coleman on why a clear business strategy will ultimately hit the target with clients

      Professional Adviser | 19 Nov 2014 | 15:38

      New wave: Advising consumer savvy retirees in the new pensions world

      Retirees with high consumer expectations will emerge post-April 2015, demanding a fresh approach from advisers, writes Alistair Wilson

      Professional Adviser | 14 Nov 2014 | 11:49

      Chaos theory: How to manage sequencing risk in a retirement portfolio

      Abraham Okusanya caused quite a stir among advisers after highlighting the dangers of sequence of return risk. In a follow-up, he examines potential solutions...

      Professional Adviser | 13 Nov 2014 | 12:26
      Men shaking hands

      People power: Nine tips for recruiting and retaining good advisers

      Financial planning firm principal Jason Ransted offers his tips for growing a happy and healthy advisory team...

      Professional Adviser | 13 Nov 2014 | 10:19
      LinkedIn Twitter Facebook

      Let’s connect: Is your business getting value from LinkedIn?

      LinkedIn is more than a recruitment tool for advisers, writes Stephen Hagues

      Professional Adviser | 07 Nov 2014 | 15:48

      Happy fund families: Simple solutions just got complicated

      As the use of fund ranges continues, Geoff Mills shares his insight into ‘fund families’ and sets out what advisers need to look out for

      Professional Adviser | 07 Nov 2014 | 13:19

      Bankhall links with Phil Billingham Partnership in business development push

      Professional support services provider Bankhall has joined forces with the Phil Billingham Partnership to launch an “intensive” business development programme.

      Professional Adviser | 05 Nov 2014 | 12:03

      That holiday pay ruling: The good and bad news for business owners

      A key employment law ruling has stated businesses must factor in overtime when calculating holiday pay. Alexandra Mizzi looks at the detail...

      Professional Adviser | 04 Nov 2014 | 15:21
      Warning sign against cloud backdrop

      NMIs: The ongoing sting in the tail of independence

      Non-mainstream investments will be beyond the pale for the majority of clients but the FCA continues to scrutinise advisers' understanding of them. Aileen Lynch reviews the rules...

      Professional Adviser | 22 Oct 2014 | 10:36

      Is your social media strategy up to scratch?

      With more and more existing and prospective clients getting involved with the likes of LinkedIn, Twitter and Facebook, Nick Lee takes a look at what it takes to get social...

      Professional Adviser | 15 Oct 2014 | 11:46

      Behind the mask: Why assessment days should form part of your recruitment process

      When looking to hire new staff, assessment days are extremely useful in really getting to know candidates. Stephen Hagues offers his tips on how to plan a successful one...

      Professional Adviser | 15 Oct 2014 | 11:32

      Video #2: A quick chat with social media guru Bridget Greenwood

      Getting started in social media might seem like a leap into the unknown for many advisers. Here, Bridget Greenwood goes back to basics...

      Professional Adviser | 10 Oct 2014 | 13:08 | video

      Video #1: How to get started in social media

      Social media expert Bridget Greenwood offers some quick-fire insight in how advisers can get started...

      Professional Adviser | 10 Oct 2014 | 13:06 | video


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