professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Topics

    Choose a topic below

    • Investment
    • Retirement
    • Regulation
    • Tax planning
    • Protection
    • Technology
    • Your business
  • Your Profession
  • Your Business
  • Events
  • More

    Content by subject

    • Investment
    • Regulation
    • Protection
    • Your profession
    • Adviser tips
    • Companies
    • People
    • Business models
    • Tax planning
    • Retirement
    • Pensions
    • Income
    • Regulation
    • Investments
    • Estate planning
    • Equity release

    Featured content

    • ESG hub
    • Industry blogs
    • Investment Influencers
    • Diversity & Incusion Hub in association with HSBC AM
    • Spotlight: Technology in investment
    • Whitepapers

    Content by Author

    • Tom Ellis
    • Jenna Brown
    • Sophie King


    Sustainable-Investment.com

    • Watch and listen to our media content covering the Sustainable Investment and ESG sector
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Client Acquisition

Client Acquisition

The gentle art

It is during hard times that people need protection the most but persuading them to part with their cash may be difficult. Roger Edwards offers some marketing advice

clock 01 October 2008 •

Client Acquisition

The beginning of something beautiful?

Lead buying

clock 01 September 2008 •

Client Acquisition

Market views

Fortis has just launched two new products after much hype. What do you think of Real Life Cover and Your Life Plan and do you think they will become industry templates for product innovation?

clock 01 September 2008 •

Client Acquisition

Market views

LeadPoint, a lead generation portal, is about to expand its offering and launch into the protection market. What do you think of such an idea, bearing in mind the current economic climate?

clock 01 August 2008 •

Income

Tailored to fit

Helen Morrissey talks to a panel of experts about the challenges and prospects facing the annuity market

clock 01 August 2008 •

Client Acquisition

Portal receives cold welcome

LeadPoint, a lead generation portal, is to expand its offering and launch into the protection arena,...

clock 01 July 2008 •

Client Acquisition

Provider slates fact-find systems

Industry expert labels broker-designed protection products system inadequate

clock 01 March 2008 •

Client Acquisition

Market views

The Association of Independent Financial Advisers (Aifa) has called for the structure, processes and charges of the Financial Ombudsman Service (FOS) to be given a radical overhaul. What do you think of such an idea, and what do you think of the Hunt...

clock 01 March 2008 •

Regulation

Unchanged melody

Many across the industry have been distinctly underwhelmed by the new Insurance Conduct of Business sourcebook but, as Lucy Quinton writes, it still holds a few surprises.

clock 01 February 2008 •

Whole of Life

As life passes by

The whole of life market has been hit with yet another year of poor sales figures, but is there a way that the sector can grow to offer a more up-to-date offering to consumers? Lucy Quinton reports. Click here to download pdf

clock 01 February 2008 •
234
Most read
01

Transfer values continue to plummet in April - XPS

24 May 2022 • 2 min read
02

HSBC AM's 'head of irresponsible investment' condemned over climate speech

20 May 2022 • 3 min read
03

Brooks Macdonald acquires Warwickshire-based IFA

23 May 2022 • 2 min read
04

Industry Voice: Net Zero - do we really understand what it means?

23 May 2022 • 5 min read
05

Dealing with private equity 'like getting into bed with a gorilla'

23 May 2022 • 1 min read
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR.Registered in England and Wales with company registration numbers 09177174 & 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading