New Advice Fee Consent Rules – Will Your Clients Consent?

The new advice fee consent rules came into effect from 1 July 2021, but will your clients consent? The new rules require fee recipients to, inter alia, obtain written consent from clients before they can deduct fees from the client’s account, to set out the services...

Drive Stronger Relationships Using Client Experience

Research consistently shows that delivering great client experience drives stronger relationships and this leads to better business outcomes.  Have you ever thought about how your clients’ experiences of using services like Netflix, Apple, Amazon, and Facebook are...

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs AdviserRatings: an AdviserRatings Alternative

This article provides a comparison of MyNextAdvice vs AdviserRatings to help you decide if MyNextAdvice is an AdviserRatings alternative. When putting together this comparison it was necessary to complete an in-depth analysis of data on the AdviserRatings...
Opinion Piece: Comfortable Ignorance or Painful Truth

Opinion Piece: Comfortable Ignorance or Painful Truth

You may have heard of Jon Stewart, the US television chat show host. He’s quoted as saying “I’m not going to censor myself to comfort your ignorance” (yes you can even buy the T-shirt here). I can imagine many business owners mutter something similar under their breath when a client doesn’t want to take on board the advice and feedback being offered.

KAPOW! 11 Myths Of Financial Advice Dispelled.

KAPOW! 11 Myths Of Financial Advice Dispelled.

There’s a few reasons you probably haven’t considered seeking financial advice. You may worry that the cost will be too high. You may worry that you’ll be pressured to spend money you don’t have on something you don’t want. You may think you’re not wealthy enough. You may think consulting an adviser is for when you’re ready to retire.

Financial Advice On – Assistance for Small Business

Financial Advice On – Assistance for Small Business

If you run a small business then you know it’s exhausting. Most small business owners don’t have enough time to eat lunch let alone plan their financial future, or deal with money issues that can sneak up when they’re not watching. Cash flow is a primary source of stress for small business owners, and often your personal financial situation suffers for the sake of your business. This is why it’s a good idea to consider seeking financial advice from an expert.

Financial Advice On – Managing The Financial Process of Divorce

Financial Advice On – Managing The Financial Process of Divorce

Working through a divorce is not an easy process. Despite the best intentions of everyone involved sometimes marriage just doesn’t work out and it’s in the best interests of you and your spouse to go your separate ways. Reaching an agreement with the other party offers many advantages, and greatly reduces the financial and emotional costs of legal proceedings.

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