Receiving referrals from clients or, rather, introductions is an important way to grow your business, writes Simon Goldthorpe, who takes a look at how to improve your 'introduction rate'...
Back in the nineties, when advisers were subjected to an observed interview from a supervisor, one of the key competencies was asking for a client referral. But the adviser didn't just have to ask for...
Wellbeing certificate and audit
'Time for a new model, now'
What's in a name?
From 2023 to 2025
'We have seen a sea-change in attitude'
To help advisers support vulnerable clients
Assessment of value reports
Digital Wealth and Outsourcing Express raised over £15m