On Practice
‘You’ve got to get off the 1 per cent’: Stackpool
One of the industry’s most known figures has spoken out about what he calls outdated remuneration models. Charge clients for value, he says, and nothing more.
On Practice
Marketing
Spruce up your digital ‘shopfront’
To engage with clients and leads, it’s imperative your website’s content be jargon-free – and whatever you do, ditch as many technical terms as possible.
On Practice
Time to plan: a roadmap for advice firms
Advice firms without a living, breathing plan are at a big disadvantage and what’s worse, this unwillingness to set and track goals could affect their clients.
Marketing
Maximise your marketing spend
Knowing your target market and how you onboard your clients will help maximise your marketing spend, Anthony O’Brien writes.
On Practice
Fix your fee game
One size does not fit all when it comes to charging for advice anymore. Advisers who can't articulate their value proposition and be flexible will wither on the vine.
Marketing
Client pipelines are built piece by piece
Good lead generation means playing the long game. Regularly producing customer-focused content pays off in customers over time.
Risk & Insurance
Headfirst: mental health drives insurance code update
The Financial Services Council’s new draft Code of Practice includes a number of proposals aimed at doing more to accommodate mental health and the welfare of consumers.
Marketing
Some useful information softens them for the pitch
Audiences want content that informs them and demonstrates an understanding of their needs. Once they get it, they’ll be more receptive to sales material.