Articles

Tag: Business advice

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The complete guide to business loan insurance

Posted in: How-to | Tagged: protection, business advice, insurance


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Getting more clients to bite

How much bigger could your business grow if more people understood the value of advice? MetLife considers how you could brush up your client list by appealing to the untapped market out there.

Posted in: Industry viewpoint | Tagged: business advice


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A new default for a new era – Is it too soon to say?

With the pensions freedom just around the corner - Emma Jones of Royal London discusses how to prepare your business for the unpredictable.

Posted in: Industry viewpoint | Tagged: Pension reforms, business advice


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Creating a marketing plan which gets results

What’s in a brand? Martin Bamford of Informed Choice Ltd shares his experience of how his firm took a fresh new approach to marketing – with exciting results.

Posted in: How-to | Tagged: business advice


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Advice at your disposal

Thinking about selling your business? Stephen Hagues, founder of Retiring IFA, raises eight key points to consider first.

Posted in: Industry viewpoint | Tagged: business advice


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Lamborghini’s, annuities and getting out of bed

Phil Ralli, Head of Platform Proposition at Aviva, wonders how the reforms will affect pensioners and the industry alike.

Posted in: Industry viewpoint | Tagged: pensions, Pension reforms, business advice


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Over the rainbow – taking your advice to new horizons

Posted in: How-to | Tagged: business advice, Marketing


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Auto-Enrolment: How to overcome staging fright

Paul Mitchell of Towergate Financial explains what business owners can expect as they head towards their staging date

Posted in: Industry viewpoint | Tagged: business advice


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Spider-Man, tax plans and the unknown unknowns

Ian Mobley, Head of Adviser Engagement Programme at Standard Life, on how both advisers and their clients can make the most of a taxing situation.

Posted in: Industry viewpoint | Tagged: business advice


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The end of the advice vacuum

The new pensions regime has seemed like a case of ‘suck it and see’ – But now the vacuum has started to shift and the dust has begun to settle – as Billy Burrows, Director of Retirement Academy, explains.

Posted in: Industry viewpoint | Tagged: pensions, retirement, business advice


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Why use behavioural science with the sandwich generation?

Interview with behavioural scientist Professor Paul Dolan and Andy Beswick, Intermediary Director at Aviva

Posted in: Q&A | Tagged: business advice


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How to crack client role play

Stephen Hagues, Director of Retiring IFA, tackles the challenge of role play in interviews.

Posted in: How-to | Tagged: business advice


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One adviser who’ll never be underwritten

Some financial advisers may see themselves mostly as number crunchers. But having a way with words, and using it regularly, can prove to be just as good for business. Chris Daems explains why he’d much rather wield a quill than a calculator.

Posted in: How-to | Tagged: business advice


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The Markets

Minesh Patel, Managing director of EA Solutions shares his insight on the recent stock markets

Posted in: Industry viewpoint | Tagged: business advice


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Calling all solicitors! What is your process when referring to an IFA?

Mark Brownridge at Mazars shares his tips on professional referrals

Posted in: Industry viewpoint | Tagged: business advice


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How do you demonstrate that you put the long term needs and goals of your clients first?

Steve Gazzard from the Institute of Financial Planning, talks client trust, expert knowledge and what it means to be accredited

Posted in: Industry viewpoint | Tagged: business advice


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Mitigate that unknown risk

As a follow up to his previous article, Paul Stanfield, CEO of FEIFA talks lesser known business risks.

Posted in: Industry viewpoint | Tagged: business advice


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Professional connections

Graeme Ballantyne, business consultancy manager at Prudential talks how to win when working with professional connection

Posted in: Industry news | Tagged: business advice


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Working with small businesses

Are you working with a small business? Paul Lindfield shares insight on how you can build a long and successful relationship using these simple processes.

Posted in: Industry viewpoint | Tagged: business advice