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?
Anyone remember critical illness top trumps? No? Well that's not particularly surprising, as most advisers claim they barely recognise the term 'sales aid' any more. Few confess to having ever used them....
That Friday feeling
Company decision making is rarely rational
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
PA Awards deadline is 20 September
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year