FPA welcomes the new faces of financial planning

From

The Financial Planning Association (FPA) welcomes the new faces of financial planning to the professional body after already breaking 1,000 new members in financial year 2012-2013. Female financial planners represent 32% of the new membership; Generation X represents 48%; and Generation Y represents an overwhelming 40%. Mark Rantall, CEO of the FPA believes the new […]

continue reading

Harness the power of social media

From

Financial and professional services as industries have been incredibly slow to adapt and evolve to using new methods of engaging with existing and prospective clients through Social and Digital Media.  Despite what most so called Social Media experts will tell you there is good reason for this. The idea of viral videos, content distribution and […]

continue reading

3 steps for mastering the recruitment challenge – part 1

From

2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of financial planning businesses have found that what they thought would be a relatively straight forward recruitment exercise turned out to be a marathon effort, often with […]

continue reading

No seriously, it’s not you–it’s me!

From

Welcome to the latest CPD article from Ray Griffin in which he explores what for some is the most difficult thing to do in professional practice – to ‘let a client go’. Ray helps you realise when it’s not working between you and a client and then guides you through the letting go, with a […]

continue reading

Creating a win-win is the key to successful networking

From

The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful at creating long-term professional networking circles that continually deliver the right type of prospects though. Why? Generally because they don’t […]

continue reading

Why didn’t you get the business?

From

In my role as a specialist coach to Financial Advisers I get the privilege of speaking to your clients and finding out what they like and what they don’t like; why they choose you and why they don’t and I’d like to share some feedback with you, perhaps you can learn from the mistakes of […]

continue reading

Dropping the ‘F Bomb’

From

Settle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of course ‘Fees’ and this latest paper is designed to help you discuss your fees with clients. For very many advisers the prospect of speaking about […]

continue reading

Finding the right paraplanner for your business

From

To be able to attract, develop and retain the right paraplanning staff for your business it’s crucial first to fully understand what paraplanning is as well as the different types of paraplanning roles within the industry. The Collins English Dictionary defines a paraplanner as “a person who assists a financial planner, especially in compiling reports […]

continue reading

What does Female Excellence look like in 2012? Like this…#3

From

Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice, […]

continue reading