Diversify your client base to future-proof your business
4 minute read
Diversification reduces risk and creates growth opportunities. Diversifying your client base can give you a resilient, sustainable, and growing business.
What is the value of financial advice?
4 minute read
Financial advisers help their clients make good financial decisions, which goes a long way to creating, protecting, and passing on generational wealth.
2022’s top business risks and what they mean for financial advisers
5 minute read
Is your business risk-ready and resilient? Identifying and planning for the year’s top business risks will help you manage them and build a resilient business.
What is finology and how can it help financial advisers retain their clients?
3 minute read
Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.
A how-to guide to completing your 2022 CPD accreditations
3 minute read
Keeping up with “fit and proper” requirements and maintaining competency is critical, and essential for advisers practising in 2022.
The tech and tools your brokerage needs to flourish
4 minute read
Financial advisers can offer better, faster service using technology, but financial advice is a uniquely human activity – one that is unlikely to be replaced!
Managing lapse rates is critical in 2022
4 minute read
Advisers who manage lapse rates help their clients and their businesses to protect their wealth. With slow economic growth, managing lapses in 2022 is critical.