Business tips

        Death of a sales aid: How advisers interact with the clients of today

        Professional Adviser | 30 Jan 2015 | 11:00

        As the word ‘sales’ has been forcibly removed from advisers’ vocabularies, so the use of traditional sales aids has fallen by the wayside. So, Carmen Reichman asks, how are advisers communicating with the clients of today?


        Blog: Now is the time to get back office systems up to speed

        Pensions freedom sounds like a boon for financial planners but giving advice has never been more risky, writes Brett Williams

        Professional Adviser | 29 Jan 2015 | 12:14

        Everything advisers need to know about Pension Wise

        Richard Nuttall assesses the impact of the government’s pension guidance project, Pension Wise

        Professional Adviser | 23 Jan 2015 | 11:54

    Other Business tips articles


      Financial planning ambassador rues 'abuse' of advice terms

      The head of the organisation charged with promoting and setting standards for financial planning around the world believes it is possible to communicate its value to a UK public already sceptical about broader financial services.

      Professional Adviser | 19 Jan 2015 | 11:34

      Armchair Critic: The centuries-old theory that helps us do the right thing

      Working in financial advice presents a range of ethical challenges, but applying one theory formulated in the 18th century will always keep you on the side of the client...

      Professional Adviser | 16 Jan 2015 | 10:45

      Holistic approach: How RDR has changed adviser training

      Adviser training and education is a fast changing world post-RDR, writes Nick French

      Professional Adviser | 16 Jan 2015 | 08:36

      Armchair Critic: The problem with vertical integration

      There may be advantages to vertical integration, but the downsides are too closely entwined with the client, writes Professional Adviser's Armchair Critic...

      Professional Adviser | 14 Jan 2015 | 12:20

      Taking control: How to set a successful pricing model

      In the third and final article in PA's 'empowering your business' series, Andy Coleman considers how to create a successful pricing model...

      Professional Adviser | 12 Jan 2015 | 14:32

      Know your audience: How to get client marketing right

      Embracing new methods of communication should be on the agenda of all advisory businesses, but don’t get too carried away writes Richard Ardron...

      Professional Adviser | 07 Jan 2015 | 12:49

      Banker's Umbrella: Why you need to talk to journalists

      In the second of a new column for Professional Adviser, the quasi-mysterious Banker's Umbrella explains how (good) content is king, and why that is important for every adviser out there....

      Professional Adviser | 22 Dec 2014 | 10:08

      Why better for clients is better for business

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

      Professional Adviser | 17 Dec 2014 | 12:13

      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

      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


    Will the FCA's ‘second line of defence’ save retirees from bad outcomes?