What financial planners think differentiates them now, won’t in three year’s time … firms really need to think what next … Brett Davidson at the first Accredited Financial Planning Firms’ Annual Conference, March 2012

By Brett Davidson I subscribe to Bob Veres’s excellent newsletter, Inside Information, which provides market intelligence on what is happening at conferences and events in the US (among other things). A recent edition quotes Stephanie Bogan of Quantuvis, a practice management guru who provides research data on what the top …

By Hugh Wade-Jones, Director of Enness Private Clients Non-mainstream lenders plug a gap It is an oft-repeated misconception that private banking is the sole preserve of the ultra-rich; the Richard Branson’s and Phillip Green’s of this world. The reality is that non-mainstream lenders have plugged a gap created by a …

By Carrie Bendall Let’s assume you are RDR ready. That you are running a good business with the clients you have chosen. All you need now is a slow, steady trickle of the right kind of new clients. Time to reflect Get yourself in a winning mindset. Start by looking …

By Carrie Bendall I don’t often write about marketing. It’s quite a tricky subject and I’ve never been very keen on the term ‘marketing’. To me, marketing is all encompassing, fundamental to developing your business strategy. Crucial to your ultimate success. Why then does ‘marketing’ sink to the bottom of …