Is working from home viable for Financial Advisers?

As most financial advisers have been working from home for a couple of weeks now, everyone is starting to get a sense of how viable it is as an alternative way of working.   While everyone’s experiences are different, from my conversations with advisers I’m finding three cohorts emerging, The “never again” crew: There are […]

How do you build an intergenerational proposition?

Is this a time to be talking about an inter-generational financial planning proposition? Maybe it is… First of all during these restricted times, it’s a lot more difficult to get out and mix among prospective clients. Secondly now that you probably have a bit more time on your hands, there’s an opportunity to spend some […]

How do you build trust?

I recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2020, in which we saw continuing challenges for the financial services industry in relation to trust. However we also saw that trust in the financial services industry is growing faster than any other sector, so the graph is definitely moving […]

Covid-19

Will your advice business survive COVID-19?

Everybody is extremely concerned – about our own health, the health of our loved ones, for many people their jobs are gone and also the economy is on the brink of a major downturn. Financial advisers face the double whammy of having clients who are concerned of course about the virus, and who are also […]

Do people trust you?

“OF COURSE THEY DO!” I hear you shout indignantly! Because trust sits at the heart of a financial adviser’s business. It’s that critical ingredient that you can’t survive without, but unfortunately you can’t just go out and buy it, or even simply ask for it. It can only be earned by what you do, and […]

What are your goals for this year?

2020 is well underway and everyone is hard at work to make this year your best year yet. Some advisers take a very structured approach to business planning, others prefer a bit more of a “seat of the pants” approach! The latter group give a bit of thought to the upcoming year, but sometimes find […]