Wealth management is an intangible service. We don’t sell widgets. We can’t pull out a flashy demonstration kit. Making our product look sexy essentially involves wearing matching socks and binning that mauve tie from Christmas 1973. There are ways though – beyond the socks – to represent our intangible market expertise as a tangible product, [...]

It was an ordinary Wednesday evening.  In my house, this tends to be the quietest evening of the week.  Charlotte usually hasn’t got a sport or social club to rush out to, Cassie or I don’t usually have anything on in the evening and so Wednesdays are an evening where we get the chance to sit down, as a [...]

Like most readers and writers in this blog I have had countless conversations on the RDR over the years. I know that many advisers have gone through these stages. Those that have persevered and reached stage 5 now have clients at the centre of their focus and consequently a more valuable business asset. Where are [...]

The role of the financial planner is to first understand a client’s hopes and dreams, and then use technical knowledge and experience to establish a financial structure to achieve them. But what if the client doesn’t know what their hopes and dreams are? This is something that financial planners come across all the time. Many [...]

Did we private bankers learn anything from the global financial crisis? Did we heck! The bond rally and the current equity rally has seen our AUM swell and made us believe how good things are again… and how good we are. But the thing we are choosing to forget is the most important thing of [...]

Used properly, Inbound Marketing and SEO operate in symbiotic harmony to help grow and promote your advisory firm. After all, there’s little point creating content that doesn’t adhere to SEO principles and, vice versa, little point creating optimised content that no-one wants to read. In reality though, and if there is a war between the [...]