4 ways to beat the paraplanning crunch
Go 10 or 15 years and the term “paraplanner” was rarely if ever, used. However, paraplanning has since evolved from a support role to that of a vital cog in the financial planning process.
4 ways to win younger clients
Schroders’ survey found that many advisers were concentrating their efforts on older high net worth clients because they said it was challenging to deliver advice to younger clients while remaining profitable.
6 ways to engage with legacy clients
Read on to learn about six ways you can transform a past relationship into a profitable one.
5 more ways to improve scheme member communication
These five strategies will add value to your relationship with the employer and their employees while positioning you as the go-to financial planner for scheme members.
How to create great client personas – part 3: Later life
How can you market to clients in later life more effectively? Discover how to improve marketing effectiveness when it comes to your less profitable clients.
How to create great client personas – part 2: At retirement
This week, we look at another key segment – the “at retirement” market.
How to create great client personas – part 1: The “40-something accumulators”
In this article, we take a closer look at one particular market segment – “40-something accumulators” and start mapping some of the particular features and tendencies that would appear in a client persona.
How client personas can help you identify your target market
Use client personas to address different audiences. Improve engagement, make unprofitable clients profitable, and gain new clients. Learn how...
Why mass advice propositions need a personal touch
Tech is enabling firms to develop mass advice propositions but they aren’t the silver bullet many hoped they’d be. Here’s why tools need a personal touch.
4 ways financial planners can improve scheme member communication
With employee pension engagement remaining low, financial planners have an important role to play in improving scheme member communication. Here’s how.