financial adviser Archives - The Adviser Lounge

Want clients for life? The one thing you MUST do

May 25, 2018August 8, 2018 John Dashfield263 Views 0 Comments Adding Client Value, advice, clients, Clients For Life, financial adviser, Good practice., ongoing client care, State Of Mind min read

Here is a recent experience one of my financial planner clients, Phil, shared with me. A business owner, Trevor, had

How building credibility builds success

November 9, 2016 Brett Davidson136 Views 0 Comments business management, Business Strategy & Planning, financial adviser, FP Advance min read

Do you keep your word? Anyone who believes that character matters (and I reckon that’s almost everyone reading this article),

Streamlining Your Annual Planning Meetings

March 3, 2015 Brett Davidson143 Views 0 Comments annual planning meetings, Annual Review Process, Brett Davidson, [email protected], cashflow modelling, client expectations, financial advice, financial adviser, Financial Adviser Review Process, FP Advance, FPAdvance, processes, streamlining min read

Incorporating cashflow modelling into the heart of the financial planning process is an approach that all good firms have adopted.

Business Professional Connections

How To Find Good Professional Connections (And It’s Not About The Money)

February 25, 2015 Brett Davidson176 Views 3 Comments brendan reade, Brett Davidson, [email protected], financial adviser, financial planning, full disclosure, great client service, key driver, on-target clients, ongoing fee, professional connections, professional introducer, referral fees, signature financial planning min read

Developing professional connections can be a complex business and takes real effort. You need to be smart in choosing which

Business Marketing

War on complex language, jargon and passive sentences

November 7, 2014 Roger Edwards156 Views 0 Comments clarity, clear language, communications, financial adviser, financial planner, financial planning, marketing min read

Do you hate passive language? I do. It’s so dull. It clogs up so much of the copy financial services

The Future’s So Bright, You’ll Have To Wear Shades

September 22, 2014 Brett Davidson331 Views 3 Comments best industry, Brett Davidson, [email protected], bright future, changing lives, compete with big boys, earn a great living, feel good, financial adviser, financial planner, financial planners, financial planning, FP Advance, FPAdvance, james harvey, job for life, master of own ship, path already travelled, small business min read

I think the future has never been brighter for Financial Planners. Here’s why I believe it’s one of the best

Business Marketing

Business Development Ideas for Advisers – the MPAF Podcast

August 30, 2014 Roger Edwards392 Views 0 Comments business development, financial advice, financial adviser, Financial Advisers, financial planner, financial planning, marketing, podcasts, Technology & Social Media min read

I’ve just interviewed Phil Young for an upcoming episode of the Marketing Protection and Finance (MPAF) Podcast. We had a

Business Technology & Social Media

Are You Working Your Web Presence?

April 8, 2014 Brett Davidson149 Views 0 Comments blog, Brett Davidson, [email protected], Chamberlyns, financial adviser, FP Advance, FPAdvance, geoff husaunndee, james harvey, james harvey associates, leads, marketing, Michael Smith, online, presence, technology, Technology & Social Media, unbiased, vouched for, web, web presence min read

How many leads do you get from the web? For most firms the answer is “not many.” Almost all advisers I

Business Opinion

How To Price For High Net Worth Clients

February 18, 2014July 17, 2018 Brett Davidson153 Views 0 Comments £10M client, £1M client, £5M client, 1%, adding value, Adviser Charging, better business, Brett Davidson, [email protected], charging a fee, charging a premium, discount, fees, Financial, financial advice, financial adviser, Financial Advisers, financial planner, financial planning, FP Advance, FPAdvance, High Net Worth Clients, implementation fee, Larger Clients, ongoing advice fee, Ongoing Service Fee, planning fee, pricing, Pricing Exceptions, value, Webinar min read

In the last few weeks we’ve looked at the basics of getting your pricing right by charging in three places

The Ongoing Advice Fee

February 12, 2014 Brett Davidson191 Views 2 Comments 1%, Adviser Charging, Annual Review Process, Brett Davidson, [email protected], charging a fee, fees, Financial, financial advice, financial adviser, Financial Advisers, financial planner, financial planning, flat fee, FP Advance, FPAdvance, good adviser, Good Advisers, hourly rate, implementation fee, not 0.5%, ongoing advice fee, ongoing client care, planning fee, pricing, profit, Review Meetings, review service, reviews, The ongoing review process, trusted adviser, value, value not time min read

How much should you charge for the ongoing advice fee? For conducting reviews, providing information and updating your advice whenever required.

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