• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      event logo
      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
      event logo
      Women in Financial Advice Awards 2021

      Professional Adviser and Retirement Planner are proud to host the 2021 Women In Financial Advice Awards, which will celebrate the achievements of women working within the financial advice community and also the broader financial services sector.

      • Date: 07 Oct 2021
      • The Brewery, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client
  • Adviser tips

Adviser masterclass: How to keep clients for life

Adviser masterclass: How to keep clients for life

  • Rebecca Jones
  • 08 May 2014
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
0 Comments

Rebecca Jones finds out how advisers build relationships with their clients that last a lifetime, not just a pension quote.

Maintaining a strong working relationship with a client throughout their lifetime is, arguably, the Holy Grail for lots of financial advisers, many of whom benefit from not only the financial revenue,...

Sign In

Export Load
Forgot your password?

For assistance please contact our customer service team.

 

Tel: +44 (0)1858 438 427

Email: [email protected]

 

To read this story please register

PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.

PA offers:

  • REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
  • MULTI-ASSET: discover the latest trends in multi-asset
  • FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
  • TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs

Register now

More on Adviser tips

Giles Dunning: "There is every reason to believe 2021 will be a good year to sell. We are seeing pent-up demand and evidence of renewed confidence, with relative stability in the markets and a group of well-funded consolidators hungry for acquisition."
Giles Dunning: Picking the right buyer for an IFA business

How do you sort the wheat from the chaff?

  • Your profession
  • 18 March 2021
Heather Hopkins:
Heather Hopkins: Talking to clients about ESG

'What are you trying to achieve with your wealth?'

  • Investment
  • 17 February 2021
Lawrence Cook: "What kind of changes do you know you ought to make in your business but have not done so?"
Lawrence Cook: Breaking the business status quo

'Time for a new model, now'

  • Your profession
  • 05 February 2021
Have you got a fit for purpose ESG checklist?
Neill Blanks: Have you got a fit for purpose ESG checklist?

Assessing manager strategies

  • Investment
  • 04 February 2021
Working remotely: How to spot signs of struggling employees

Ten tips ahead of Time to Talk Day

  • Adviser tips
  • 02 February 2021
Back to Top

More news

'We will add more capabilities' - Vanguard's Hagerty opens up on new advice service
  • Your profession
'We will add more capabilities' - Vanguard's Hagerty opens up on new advice service

Those with £50k+

  • 19 April 2021
Adrian Boulding: The spectre of negative interest rates
  • Economics / Markets
Adrian Boulding: The spectre of negative interest rates

Six months' prep time

  • 19 April 2021
Chancellor Sunak unveils plans to support fintech
  • Your profession
Chancellor Sunak unveils plans to support fintech

More sandboxes

  • 19 April 2021
FCA's Delfas takes over from Wayman as interim FOS chief executive
  • Your profession
FCA's Delfas takes over from Wayman as interim FOS chief executive

From 17 May

  • 19 April 2021
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile
  • Investment
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile

Searches on Square Mile’s Academy of Funds

  • 19 April 2021
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© 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

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading