Business tips

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

        Professional Adviser | 21 Nov 2014 | 10:36

        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...


        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

    Other Business tips articles


      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

      The secrets behind successful fund selection

      With thousands of funds available to UK investors, getting it right for clients is an art. Clive Hale offers his tips on how to achieve it...

      Professional Adviser | 07 Oct 2014 | 13:49
      city of london

      Financial services firms 'enjoying strongest run of growth since '07'

      UK-based financial services firms have grown at their fastest rate since 2007 and are set for further growth in the coming periods, according to research.

      Professional Adviser | 07 Oct 2014 | 13:46

      Star manager departures: Should you ditch the fund?

      As the fund manager merry-go-round continues unabated, Greg Stark tells Maria Merricks what to consider before deciding on whether to stick or twist...

      Professional Adviser | 07 Oct 2014 | 13:40

      From accountant to adviser: PA award winner Adam Katten's road to success

      Nicola Brittain talks to NLP Financial Management's managing director about his non-traditional route into the advice industry...

      Professional Adviser | 02 Oct 2014 | 12:57

      Five protection turn-offs… and how to fix them

      Mark Holweger examines the key issues keeping the UK’s protection gap stubbornly wide...

      Professional Adviser | 02 Oct 2014 | 10:21

      Friend or foe: Can platforms really help advisers with asset migration?

      Advisers could be forgiven for being suspicious of the help offered by platforms and providers when it comes to legacy asset migration. But, as Jenna Towler finds out, it might be time to ditch the scepticism...

      Professional Adviser | 24 Sep 2014 | 09:58


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