Business development is at the heart of the new model and this is where you can read about the latest ideas in running a modern financial planning practice.
00:01 | 25 Jul 2008
| By
Sonia Speedy
Politicians can be busy clients to catch but their wide sphere of work could make them a useful source of referrals.
00:01 | 24 Jul 2008
Malcolm Coury of Money Wise now wants to focus increasingly on business development.
00:01 | 24 Jul 2008
| By
Liz Pemberton
Now, more than ever, is the time for advisers to assert their authority by reassuring clients and adding value.
00:01 | 17 Jul 2008
| By
Martin Slater
07:00 | 07 Jul 2008
| By
Brian Bradley
07:00 | 03 Jul 2008
| By
Phil Billingham
00:02 | 01 Jul 2008
Bryan Collings gave his presentation on volatility and emerging markets
00:02 | 01 Jul 2008
Alexandre Ris of Pictet Funds faced questions after a presentation on the growing appeal of emerging market bonds
00:02 | 01 Jul 2008
The tax expert from consultancy Technical Connection explores the policy making behind Capital Gains Tax changes
00:02 | 01 Jul 2008
Nick Peters and David Rowley's presentations encouraged advisers to think about their businesses and produce a 'flight plan'
00:01 | 01 Jul 2008
| By
Gavin Lumsden
Our recent adviser forum in Edinburgh provided a lively debate on the move to fees and included the revelation from Alan Mackie of Walker Cumming that a conversation with the FSA had helped his business start charging clients for ongoing service.
00:01 | 30 Jun 2008
| By
Martin Bamford
Martin Bamford of Informed Choice gives a masterclass in the importance of raising your public profile
00:01 | 27 Jun 2008
| By
Sonia Speedy
Lively, worldly and paid well enough to ruffle a few TV licence payers’ feathers, television presenters can make stimulating clients for a financial adviser
00:01 | 26 Jun 2008
00:01 | 26 Jun 2008
| By
Lou Macari
Lou Macari, head of business consultancy at Axa Distribution Services, outlines how to judge your business against some benchmark standards
00:01 | 23 Jun 2008
| By
David Cummings
Remember the old mantra: ‘The client buys you first, then the company, then their problem, then their solution.’
00:01 | 20 Jun 2008
| By
Sonia Speedy
GPs are open to financial planning opportunities and can have significant financial resources to boot.
00:01 | 19 Jun 2008
00:01 | 19 Jun 2008
| By
Liz Pemberton
Despite the fact we all spend so much of our lives listening, we are not all accomplished listeners
07:00 | 16 Jun 2008
There's a lot you can do to improve your chances of scaling the qualifications ladder.
1 | 2 | next page Total pages: 2