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.
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.
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 can you market to clients in later life more effectively? Discover how to improve marketing effectiveness when it comes to your less profitable clients.
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.
Use client personas to address different audiences. Improve engagement, make unprofitable clients profitable, and gain new clients. Learn how...
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.
With employee pension engagement remaining low, financial planners have an important role to play in improving scheme member communication. Here’s how.