IFA Online
IFA profits rocket with ‘proper' client segmentation (Published on IFAonline 24-04-09)
The "effective" segmentation of clients, including grouping them by value and differentiating the service they receive, can more than double a firm's profitability. view
IFA business health tool launched (Published on IFAonline 24-04-09)
Determining profit and revenue per client and per adviser are just some of the functions available to firm owners via a tool launched this week. view
Value is in the eye of the beholder (Published on IFAonline 14-07-08)
An IFA client has started working through his existing clients, one by one, face to face to present his new proposition. view
Time for IFA's to change thinking on client value (Published on IFAOnline 06-06-08)
John Robinson's Viewpoint. view
Advisers warned not to get hung-up on RDR outcome (Published on IFAOnline 23-04-08)
The outcome of the Retail Distribution Review (RDR) should not matter as advisers must change their business models to succeed anyway, according to transition planner FP Advance. view
How can financial planners succeed in difficult markets? (Published on IFAonline 18-04-08)
Jim Constable's Comment. view
Credit crunch...what credit crunch? (Published on IFAonline 08-04-08)
John Robinson's Viewpoint. view
None of us are as smart as all of us (Published on IFAonline 20-02-08)
Jim Constable's Viewpoint. view
What is the role of the introducer? ( Published on IFAonline 27-11-07)
Jim Constable's Talking Point. view
What Do I Get For My Money? (Published on IFAonline 1-11-07)
John Robinson's Talking Point. view
How lucky do you want to be? (Published on IFAonline 19-09-07)
The idea that it is a good thing to be lucky has been around for some time. A quick search of any internet quotes engine will tell you things like “it’s better to be lucky than it is to be good” and “successful people are very lucky, just ask any failure”. view
Robinson's Talking Point, Understand Before You Buy (Published on IFA Online 23-08-07)
In the current climate, post Retail Distribution Review, more press space is being given over to discussion on issues like client segmentation and client proposition. view
Stop the Victims and Survivors Syndrome (Published on IFAonline 20-04-07)
Jim Constable's Talking Point. view
Industry wants focus on service, not products - FSA (Published on IFAonline 11-04-07)
Initial feedback on the retail distribution review supports a move away from the focus on products towards the range of services which reflect consumer needs, says the FSA. view
Drains and Radiators (Published on IFAonline 22-03-07)
Jim Constable's Talking Point. view
Transparency, not commission, is the issue (Published on IFAonline 16-11-06)
The retail distribution model is in question because of its lack of transparency, rather than its use of commission, says Brett Davidson, Chief Executive of FP Advance. view
