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.
Read on to learn about six ways you can transform a past relationship into a profitable one.
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.
This week, we look at another key segment – the “at retirement” market.
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.
Advisers with group schemes have a large pool of potential clients at their fingertips. Find out how tech turns employees into financial planning clients.
AdviceBridge has responded to the FCA’s Call for Input on consumer investments, in which we call for a clearer regulatory framework for personalised guidance.
Social distancing measures mean financial planners are embracing tech at a greater rate than ever before. Here’s how to ensure you don’t get left behind.
The FCA is increasingly seeking proof that financial planners’ fees are justifiable. Here’s how tech helps to solve the smaller client regulatory challenge.
Meeting the advice needs of legacy clients is a challenge but, done effectively, it’s an easy route to boosting your firm’s profitability. Here’s how.
Giving comprehensive financial planning is time-consuming and costly. Find out how tech can help you deliver efficient financial planning to every client.
Regulatory changes have led many financial planners to focus on wealthy clients, but smaller clients could help you future-proof your business. Here’s how.
Technology is becoming an essential tool in a financial planner’s armoury. Discover four ways technology makes financial advice more profitable.
Financial planners struggle to form deep relationships with every client, but it’s a vital step to building a profitable business. Here’s how to do it.
Many financial planners focus on attracting new clients when trying to grow a profitable advice business, but your greatest opportunity could be right under your nose.
In the end the Budget was a bit of a non-event, supplying immunity mostly to the better off. It’s really not a very bright idea to antagonise NHS doctors busy dealing with a global pandemic so higher earners (up to £200,000 a year) retain their £40,000 annual allowance.
The double pressures of an ageing population and low unemployment levels means the risk of a UK labour shortage in future is high. This is a major 'talent' issue for many small and medium sized business owners.
Less stress, more productivity. Lower costs, better long-term staff retention. The phased retirement benefits for SME employers are clear. But what is phased retirement, exactly?
Pension ‘Freedoms’ Still Point To Everyday Income Needs For Most Pension reforms still do a basic job – like underpinning basic income for everyday travel Josh Wilburne George Osborne’s dramatic pension freedoms have
Advice Bridge’s Sheetal Dhanuka says UK pensions minister Guy Opperman has five key issues he needs to address in 2020.