Business tips

        Mark Polson: The hell with strategy and 'big picture' - find what matters

        Professional Adviser | 21 Aug 2014 | 10:27

        You might think listening to tousle-haired 'strategists' will bring you success, but, writes Mark Polson, sometimes you simply have to find the little things...


        Consumer confidence in financial services ‘remains low post-RDR’ - adviser poll

        Almost half of advisers (47%) do not think consumer confidence in financial services has risen since the introduction of the Retail Distribution Review (RDR), according to Cofunds research.

        Professional Adviser | 13 Aug 2014 | 11:14

        Creative destruction: The entrepreneur's secret weapon

        Nick Lee, head of strategic partnerships at Axa Wealth, on the success in store for those advisory firms that can consistently innovate beyond the requirements of regulation...

        Professional Adviser | 08 Aug 2014 | 11:07

    Other Business tips articles


      Adviser charging: Life after ‘three-plus-a-half'

      An innovative charging structure can transform a business but adapting to a change in fees is not easy. Nicola Brittain talks to four advisers about the rationale behind their strategies

      Professional Adviser | 07 Aug 2014 | 12:19

      Full disclosure: Does your firm measure up?

      With an ‘unacceptable' number of firms failing to provide adequate details of their costs and services, Compliance First's Aileen Lynch offers her tips to ensure communications are up to scratch

      Professional Adviser | 05 Aug 2014 | 07:16

      The questions that can skew a risk tolerance reading

      Many advisers need to change their view on what constitutes risk tolerance, argues Paul Resnik...

      Professional Adviser | 04 Aug 2014 | 15:48
      Three businesspeople meet and shake hands

      Consolidator AFH buys IFA to expand into Scottish market

      AFH has bought out Edinburgh-based Finlay Gow & Company for £657,000 to enter the Scottish advice market.

      Professional Adviser | 28 Jul 2014 | 07:54

      Best of the best? Why ‘one-stop’ advice shops are not the silver bullet

      A ‘one-stop shop’ for financial advice isn’t the catch-all solution, argues Beaufort Group chairman Simon Goldthorpe

      Professional Adviser | 24 Jul 2014 | 15:17

      How to master the work-life balance

      Happiness in the workplace is not just vital for you, but your business too. Lee Travis, CEO of the New Model Business Academy, takes a look at how to achieve it...

      Professional Adviser | 11 Jul 2014 | 10:42

      Bare trusts: A halfway house for tax planning

      Jeremy Passmore, head of wills, trust and tax planning at Thomson Snell & Passmore, illustrates the benefits of a trust where ownership for tax lies with the beneficiary

      Professional Adviser | 04 Jul 2014 | 12:19
      Three businesspeople meet and shake hands

      I'll do it my way: Three start-ups discuss charges, business models and the future of advice

      More advisers are starting up their own businesses, looking for the freedom to run things their way. Here, three tell Carmen Reichman how and why they did it...

      Professional Adviser | 03 Jul 2014 | 11:44
      Social Media

      The power of social media: Turning your followers into clients

      Social media is now the most popular activity online. Jenna Towler talks to expert Bridget Greenwood about harnessing the power of the internet and making it work for your business.

      Professional Adviser | 26 Jun 2014 | 14:22

      It takes two: Dancing the adviser/client technology tango

      Axa Wealth’s Martyn Harrison examines the risks associated with using disjointed technology systems throughout the advice process.

      Professional Adviser | 26 Jun 2014 | 08:00

      Saddle up: Now's the time to ride the AE Trojan Horse

      As you introduce yourself to a new audience, it may also be a perfect time for you to introduce some fresh marketing initiatives. Lee Travis, CEO at NMBA, explains

      Professional Adviser | 18 Jun 2014 | 11:10

      Choosing a drawdown provider: Your due diligence checklist

      There are a number of areas to look at that will help you determine which providers will fit all your clients' needs. Claire Trott, head of technical support at Talbot and Muir, explains

      Professional Adviser | 18 Jun 2014 | 11:06

      One man's bid to make 'selling' a squeaky-clean word

      While some in financial services are busy disassociating themselves from the word ‘sales’, one adviser-turned-consultant is hitting back...

      Professional Adviser | 17 Jun 2014 | 13:19

      How to survive and thrive in the customer service era

      Going the extra mile for clients is the key to long-term growth and profitability, writes Mark Holweger, managing director, intermediated, at Legal & General...

      Professional Adviser | 12 Jun 2014 | 14:37

      Another string to your bow: Financial advisers as business strategists

      Finally, some positive RDR after effects are being felt, writes Whitehall Group director Richard Mattison…

      Professional Adviser | 12 Jun 2014 | 07:36

      Billingham blasts cashflow modelling 'myths'

      Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...

      Professional Adviser | 02 Jun 2014 | 11:14
      A shopping trolley sign

      Supermarket sweep: What advisers can learn from retailers

      The advice industry needs to get to grips with how clients really want to be reached and dealt with, writes Earl Glasgow, managing partner at True Potential

      Professional Adviser | 29 May 2014 | 16:41



    Bower Retirement Services has announced plans to double its adviser force. How do you expect the equity release market to develop?