Business Adviser
First impression (Adviser Business June 2009)
Even when advisers have carefully segmented their client bank and developed carefully differentiated service standards for each segment, one of the biggest sticking points for advisers is how to communicate their proposition to new clients in an effective and compelling way. That is exactly what the first meeting storyboard is designed to do. It is simply a series of presentation slides (powerpoint or hard copy) designed to help you sell your service proposition (not products) to your prospective client. view
Set on segmentation (Adviser Business May 2009)
In our consulting work, we very often find advisers running themselves into the ground trying to deliver a first-class service to every single client. What is more, many of these clients are not generating sufficient recurring income to make a C Class service profitable, never mind A Class. view
Standard bearer (Adviser Business April 2009)
Advisers that have decided to move from a transaction-based businessmodel to one that builds real value for its owners by creating a long-term recurring revenue stream will struggle to do so without a compelling client value proposition. Put yourself in the shoes of any potential new client – howmight they be feeling? view
The next model (Adviser Business March 2009)
Innumerable column inches have been devoted to the impact the RDR (or retail distribution implementation plan as it is now called, so game on) will have on the financial advice sector in the UK. Let’s be honest, we left the FSA with few choices. We have, as an industry, not done nearly enough to address the issues we and the FSA have known about for years. Disclosure hasn’t worked. According to the FSA “every disclosure initiative we have tried has underperformed”. view
Broken model (Adviser Business October 2008)
We have seen numerous learning academies springing up all over the place in recentmonths, supported by providers either operating alone or, more usually, in some sort of collaboration with the PFS/IFP aimed at helping advisers attain diploma-level qualifications in readiness for the increased standards resulting fromthe retail distribution review. view
A problem shared (Adviser Business September 2008)
Question: I am looking to recruit a paraplanner. What sort of skills should I be looking for and how can I use them to best effect in my business? How can I also make sure that I retain them? view
