Adviser Knowhow - latest episode
Adviser KnowHow: How to avoid pitfalls when using social media
Many advisers use online social networking as a tool to build up connections or communicate with clients. But how can you make sure you’re using these websites effectively, and should you be monitoring usage for compliance? Tweeting adviser Alistair Cunningham of Wingate Financial Planning came into the studio to give us some tips.
Adviser KnowHow: How to avoid pitfalls when using social media
Many advisers use online social networking as a tool to build up connections or communicate with clients. But how can you make sure you’re using these websites effectively, and should you be monitoring usage for compliance? Tweeting adviser Alistair Cunningham of Wingate Financial Planning came into the studio to give us some tips.
Adviser KnowHow: a programme for advisers by advisers
Produced in association with BNY Mellon, Adviser KnowHow is a new groundbreaking programme, created specifically to help you and your business. Every week we speak directly to your peers in the industry to understand how they have addressed some of the key issues that advisers face every day of their working lives.
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Previously...
Adviser KnowHow: how to use risk-profiling tools
The FCA has highlighted the importance of accurately assessing a client’s attitude towards risk and capacity of loss as an integral piece of the advice process. Due to this, risk-profiling tools have been increasingly popular and advisers have taken on different tools to help evidence suitability. Reporter Michelle Abrego spoke to adviser Michael Basi, who uses a tool developed in house at his firm Basi and Basi, about the benefits and pitfalls of risk-profiling. Click here for advice from your peers.
Adviser KnowHow: How to network with other advisers
It has never been more important to network with your peers, either to learn and pick up tips along the way or to improve your own proposition. Adviser and ex-RAF Susan Hill of Susan Hill Financial Planning, provides tips on what methods you can use to make the most of your peer relationships.
Adviser KnowHow: How to meet the FCA's demands on platforms
Last year the FSA caused debate in the IFA community when it warned against shoe-horning all clients onto one platform and issues were raised about whether firms could remain independent if they just used one platform. With the new FCA’s focus of suitability at the heart of its regulation how do advisers ensure they’re using the best platform for their clients’ needs?
Adviser KnowHow: How to deal with the new regulator
The new regulator came into power last month with intentions to be more hands-on and proactive. So are advisers prepared? Or is there more you could do to bring your proposition in line?