Video: Four things advisers must do to win client trust

Professional Adviser | 22 Apr 2014 | 17:50 | video

Most conversations with clients have what business consultant Steve Billingham calls 'defining moments'. Being able to identify them, he says, is one of four key skills advisers must possess if they want to build genuine client trust...


Video: How to stay this side of your advice use-by date

Three things to remember about client reviews: they should be regular; they shouldn't only be about investment performance; and they can help create absolute confidence in clients' minds about what you do. Business consultant Steve Billingham explains more in this short video...

Professional Adviser | 16 Apr 2014 | 17:26 | video

Pete Matthew: Why we're still tweaking our fees document

Jacksons Wealth is a fee-based, RDR-friendly financial planning business. But, after making another tweak to its fees disclosure document, managing director Pete Matthew is beginning to wonder who it's really for - the client or the regulator?

Professional Adviser | 14 Apr 2014 | 15:47

Other Business tips articles


Video: How to build a repeatable advice process

Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...

Professional Adviser | 11 Apr 2014 | 11:51 | video

Ten questions to prepare for your FCA review

All firms can expect an FCA assessment at some point in the next three years. Allen Swaine of TCC Intermediary, part of The Consulting Consortium, asks if yours is ready...

Professional Adviser | 11 Apr 2014 | 07:39

Video: There's only one way to find out what clients think of you...

In the third video of this nine-part series, business consultant Steve Billingham explains the best way to find out what your clients really think about what you do for them...

Professional Adviser | 03 Apr 2014 | 12:48 | video
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The selling game: What happens when you get bought out by an acquirer?

IFA consolidators have been snapping up firms since the implementation of the RDR left some advisers looking for an exit. But what happens when you decide to sell? Laura Miller finds out...

Professional Adviser | 02 Apr 2014 | 16:19

The seven basic principles of client report writing, by Kim Bendall

There are many ways to put together suitability reports, writes Kim Bendall, senior paraplanner at The Paraplanners, but here are her seven basic principles...

IFAonline | 02 Apr 2014 | 00:16

Adviser Masterclass: How to value your business

Valuating an advisory firm can be approached in several ways, but which is best in 2014? Nicola Brittain finds out…

IFAonline | 27 Mar 2014 | 17:04

Video: What a Seattle Seahawks coach can teach advisers about what clients want

In the second video of this exclusive nine-part series, business consultant Steve Billingham examines the disconnect between what advisers think clients want, and what clients really want...

IFAonline | 24 Mar 2014 | 12:02 | video

Think twice: Why joining a network could dearly cost advisers

Being part of a network could actually cost advisers their livelihood, writes Sheriar Bradbury

IFAonline | 20 Mar 2014 | 13:07

Video: How to deliver an outstanding client experience

Investigating your clients' 'experience' with your advice process may be a bit touchy-feely for some, but customer satisfaction is widely forecast to be the next competitive battleground, explains business consultant Steve Billingham...

IFAonline | 17 Mar 2014 | 10:10 | video

Adviser Masterclass: Ten questions to really get clients talking

Rebecca Jones reveals the questions savvy advisers ask to get under the skin of their clients, uncovering their hidden wants and financial planning needs...

IFAonline | 14 Mar 2014 | 12:05

Good karma: The benefits of advisers acting as introducers

Advisers have long passed on work to other advisers, but how has the practice changed and how can both parties protect themselves? Nicola Brittain takes a look..

IFAonline | 14 Mar 2014 | 11:57

Adviser Masterclass: Maintaining risk profiles in changing market conditions

Should you re-jig clients' asset allocation in volatile market conditions or is it better to sit tight and leave it be? Rebecca Jones investigates...

IFAonline | 07 Mar 2014 | 14:15

Micro-networks: Nine reasons to take part in best practice clubs

Establishing a micro-network of like-minded advisers is a useful way to share ideas and overcome challenges. The NMBA's Lee Travis examines the concept in more detail

IFAonline | 07 Mar 2014 | 13:52

How to win online, by the man who won

Pete Matthew, founder of online educational extravaganza Meaningful Money TV, shares his tips for engaging with prospective clients through video...

IFAonline | 07 Mar 2014 | 13:19

Stop right there: When (and why) advisers have to say 'no' to clients

Nobody likes to be told they are wrong. Fewer still want to pay for the privilege. But for advisers that's sometimes the best deal they can ever offer. Laura Miller reports...

IFAonline | 06 Mar 2014 | 12:20

Why is this advice marked 'not clear'? Re-thinking compliance

Why one IFA director thinks the world of compliance checking needs an overhaul...

IFAonline | 05 Mar 2014 | 12:45

Compliance service for financial planning firms launched

A compliance service designed for financial planning firms has been launched.

IFAonline | 05 Mar 2014 | 09:57


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