Slice 3 Survey Results

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Financial Planners shun social media focusing on building client referral strategies The aim of the SLICE survey, which runs 3 times a year (each time on a different theme) is to provide financial planning practices with an opportunity to share their views and insights with their peers and build an understanding of the most effective

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Don’t let fraudsters sabotage your businesses

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The threat of people fraudulently representing themselves using creative licence is real and is evidenced in up to one in five resumes including false and misleading information that is designed to get potential employees leap frogging their competition. This fraudulent activity ranges from lies of omission where dates of unemployment are ‘smoothed out’ of a

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Recruitment costs too much – Financial planning practices going it alone with costly consequences

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The SLICE survey conducted by Peter Dawson of the Dawson Partnership and Susan Rochester of Balance at Work found that financial planners are averse to using recruiters as they believe their fees are prohibitively high but then end up with considerable unforeseen costs associated with doing it themselves. More often than not these ‘hidden costs’

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Slice 2 Survey results: planners have their say

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The aim of the SLICE survey is to provide financial planning practices with an opportunity to share their views and insights with their peers and build an understanding of the most effective approaches to a broad range of hot button topics that challenge practices’ efficiency, profitability and viability. The SLICE survey is conducted nationally in

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