Financial Advisers Archives - The Adviser Lounge

What makes a truly great adviser?

August 20, 2017August 6, 2018 Brett Davidson170 Views 0 Comments business management, Financial Advisers, Inspiring Advisers min read

Self-serving scandal If you follow the news it’s pretty hard not to get wound up about something or other on

Public Speaking or Dying

February 13, 2017October 9, 2018 Jan Bowen-Nielsen162 Views 0 Comments client communication, communications, Financial Advisers min read

Presenting or speaking to an audience regularly tops the list in surveys of peoples’ top fears – more than heights,

Talking Aussie: Brett & Jim

February 19, 2015 Brett Davidson171 Views 0 Comments advice, best clients, Brett Davidson, [email protected], business, Business Strategy & Planning, client expectations, communications, financial advice, Financial Advisers, financial planning, FP Advance, FPAdvance, jim stackpool, ongoing client care, saying no, working smart min read

Working as a business consultant, I’m fortunate to meet other consultants from around the world at conferences and events. No

Business Marketing

Do we want Auto Enrolment on Group Income Protection?

October 25, 2014 Roger Edwards150 Views 0 Comments autoenrolment, Financial Advisers, GIP, group income protection, Paul Avis min read

Pensions Auto Enrolment has been a great success. Government publicity has created inertia with high sign up rates to schemes

Business Opinion

Some taxing questions about pensions

October 14, 2014July 17, 2018 Jamie Jenkins174 Views 0 Comments advisers, financial advice, Financial Advisers, pensions, pensions tax, tax, tax relief min read

The uncertainty created by politics in pensions makes advice really tricky. Chris Budd wrote an excellent article on this and

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

Focus: A Call To Action

June 9, 2014 Brett Davidson143 Views 0 Comments Brett Davidson, [email protected], Business planning, Business Process, Financial Advisers, financial planner, focus, FP Advance, FPAdvance, long term view, Roles, start small, steve jobs, stuck, todo, under-performing staff, urgent and important, www.fpadvance.com min read

One of the great frustrations of running your own business is feeling like you’re on a treadmill, or stuck at

Back Office Efficiency

June 2, 2014 Brett Davidson174 Views 0 Comments Back Office, back office efficiency, blog, Brett Davidson, [email protected], Business Process, client expectations, Financial Advisers, financial planner, FP Advance, FPAdvance, head count, poor adviser productivity, productivity, profit margins, real profits, role clarity, useless tasks, www.fpadvance.com min read

Is your back office working as efficiently as it could? This week I take a look at some of the

Execution Excellence: Where Most Firms Fail.

May 26, 2014 Brett Davidson130 Views 0 Comments accountability, AUM, Brett Davidson, [email protected], clear team vision, Create A High Performance Business Structure, execution excellence, Financial, financial advice, Financial Advisers, financial planner, FP Advance, FPAdvance, key disciplines, managing your team, meetings, MI, team work, the right team min read

You may have the greatest ideas in the world, but if they’re not well executed, you’re going nowhere. Great firms

Business Marketing

Client Communication: More Tips From The Pros

April 27, 2014 Brett Davidson140 Views 0 Comments BoulterBowen, Brett Davidson, [email protected], Chamberlyns, client communication, Client Communications, client events, communication, david norton award, Financial, financial advice, Financial Advisers, financial planner, financial planning, FP Advance, FPAdvance, james harvey, The Magazine, www.fpadvance.com min read

Continuing on from last week’s post on client communication; Simon Boulter and Mo Bowen, from leading UK Financial Planning firm BoulterBowen

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