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Mastering Your Business
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.
07:00 | 09 Mar 2010
| By
Liz Pemberton, Steve Bowden
With a rush of advisers exiting in the run-up to the retail distribution review it's a buyer's market – but due diligence and considered planning are as vital as ever, say Steve Bowden and Liz Pemberton of AXA Wealth
07:00 | 03 Mar 2010
| By
Brett Davidson
If you are concentrating on high-end clients direct your energies accordingly - servicing those who don't fit your business model can cost you dear, says Brett Davidson of FP Advance
07:00 | 02 Mar 2010
| By
William Robins
Should you base your fees on assets under advice, offer an hourly rate or operate a flat fee? Three advisers explain what works for them and why.
00:01 | 26 Feb 2010
| By
Steve Sands
Break down your growth strategy into bite-sized chunks and you'll find it easier to keep your existing clients and attract new ones, says Steve Sands of Standard Life
11:00 | 23 Feb 2010
| By
Bob Hair
Turcan Connell's Bob Hair explains how a family office can provide joined-up financial planning for wealthy families under one roof
08:15 | 23 Feb 2010
| By
Iain Martin
IFAmax's Max Tenant aims to improve his client segmentation skills as he continues expanding his business through acquisition - here he gets the advice of his peers.
07:40 | 17 Feb 2010
| By
Steve Bowden
Steve Bowden of AXA outlines the six steps you need to take to construct a robust plan for your business.
08:14 | 16 Feb 2010
| By
William Robins
An adviser wants to leave his network as he has concerns over its inflexibility and connections with life insurers. Two other advisers give their tips
09:15 | 10 Feb 2010
| By
William Robins
Jeremy Davis of 35 Finance advises expatriate clients in Spain. He has not yet signed up any to a Qrop but thinks it's inevitable a client will demand one sooner or later. Here, two of his peers offer their advice.
08:55 | 09 Feb 2010
| By
Brett Davidson
Improving the quality of your client base is key to improving your business - here's how to have an effective clear-out, says Brett Davidson of FP Advance
09:43 | 04 Feb 2010
| By
Maryrose Fison
Affluent Financial Planning's Carl Melvin seeks tips on servicing clients with diabilities. Two of his peers offer their insights
09:37 | 04 Feb 2010
| By
Phil Billingham
We are not the only ones going through major changes: all around the world, regulators are changing the face of financial advice.
07:00 | 02 Feb 2010
| By
Tim Parsons
Adviser firms are worth more if their clients have a strong relationship with the business rather than individual advisers - here's how you can make that happen.
08:00 | 29 Jan 2010
| By
Maryrose Fison
Heron House Financial Planning's Saran Allott-Davey outlines the firm's ideas on promoting a charity to clients. Two advisers give tips on setting up a charitable trust for this purpose
07:00 | 29 Jan 2010
| By
David Shelton
Ten more questions to ask to ensure you get the best team in your business.
11:19 | 28 Jan 2010
| By
David Shelton
Our 'killer questions' series continues with a look at what you need to do to run an efficient firm.
15:50 | 27 Jan 2010
| By
Liz Pemberton, Steve Bowden
The tips below will help you prepare a well-run awayday so your management team can map out the firm's business targets, says Liz Pemberton and Steve Bowden of AXA Wealth
07:00 | 26 Jan 2010
| By
David Shelton
Our series continues with ten more killer questions to answer to see if you are master of your business.
11:52 | 25 Jan 2010
| By
David Shelton
In the third of our 'killer questions' series, we provide a checklist of all the things you need to consider when marketing your business.
11:31 | 22 Jan 2010
| By
Martin Jennings
2010 could be the year of the wrap but first we need clarity from the Financial Services Authority on 'independence' and for wrap providers to implement common standards on re-registration.
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