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...
Financial Advice On – Relocating To A Retirement Home

Financial Advice On – Relocating To A Retirement Home

Have you been considering whether a retirement home life is for you? Shifting house at any stage of life is a big decision, in fact many a survey shows it to be one of the most stressful decisions most people make in life. This can be further compounded when you have the added burden of downsizing – moving a lifetime of possessions and memorabilia into a space the size of an average family double garage.

Ray’s 13 Reasons To Collect Client Feedback

Ray’s 13 Reasons To Collect Client Feedback

If you are serious about managing your clients as your most important and valuable asset, then you should make the effort to obtain their feedback on a regular basis. Yes, this could include an ad hoc discussion while you’re meeting with your clients, but ideally should include a more formal request for structured feedback about key outcomes that are critical to the future of your client relationships and your business. Here I mean the need to understand whether your clients:

Financial Advice On – Budgeting For Birthday Parties

Financial Advice On – Budgeting For Birthday Parties

Every young child loves a birthday party – the chance to celebrate their special day of the year. For parents however, the arrival of the big day and the lead up to it can be something of a nightmare. Pressure to invite all their friends and plan something that makes the day unique contributes to budgeting stress, and fear of letting your child down. Often the significance of the day can be lost in the hype that surrounds it.

Financial Advice On – Car Financing

Financial Advice On – Car Financing

Owning a car is a costly business, especially if you need help with financing it. In a perfect world, it would be best to save up to purchase your vehicle – after all there is no greater way to burn through cash than borrowing money to purchase a depreciating asset. The reality is sometimes you don’t have a choice. Work commitments and a lack of other transport options can leave you forced to purchase a vehicle whether you’re ready or not.

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