Business Development
Why Niching Down Could Be the Smartest Move for Your Career
In the financial advice profession, as in many other sectors, one of the most common pieces of advice you’ll hear is “niche down.”
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The Talent Gap
Are we addressing a fundamental issue in hiring practices and our perception of the type of people we want in the profession?
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The Power of Influence and the Art of Giving Advice
Social media presents exciting opportunities for financial advisers to take inspiration from influencers’ playbooks.
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Marketing your Business: upping your marketing game
Practical strategies to elevate your financial planning firm’s marketing—attract the right clients, build your brand, and grow your business.
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The difference between vision and strategy and why it matters
By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
So, as you enjoy some well-earned time off, close your eyes and imagine… if you were walking into your business in five years, what are you experiencing? What clients are you serving?
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Getting financial planning clients: The fact that gets overlooked
Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?
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What I Have Learned Since Finding My Niche
Niche means we receive far more enquiries from professional connections, friends, social media and internet searches amongst others.
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Bringing the Next Generation Into Our Profession
How can we bridge the gap between all the companies searching for talent and all the next generation talent desperate to find a career?
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Building Your Brand – My Journey
Niching and specialising in divorce was the best thing I ever did and the business has grown significantly ever since. Although at first it was very daunting.
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What It Means to Tell a Good Story About Your Business
By: Andrew Thorp
Speaker, Consultant, Trainer
You don’t just tell your brand story through websites, brochures and advertisements. It’s done through the spoken word too. Aim to do justice to your brand every time you open your mouth.
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The Practice Manager – Why You Need One
Owners of financial planning firms often approach me when considering hiring a Practice Manager for their firm. Over the years, I notice that those hiring for this role for the first time tend to grapple with the same questions …
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The Six Steps to Selling Your Financial Planning Business
There are things about your business that you don’t know, challenges that lie ahead you cannot foresee. If you are serious about one day selling, you need to start now.
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Content Marketing
Despite having found his way to success largely by accident, Pete Matthew describes himself as “living proof” that creating content online can lead to great things. Increased turnover, enhanced professional standing and, he believes, it will make you a better adviser.
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10 Things Every Website needs
In a remote-first world, your website is your real estate, it’s your shopfront, your receptionist, your billboard. The only visible presence you have.
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Using real life client scenarios is a powerful training strategy
When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?
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Verbal PR – how to win clients through storytelling
By: Andrew Thorp
Speaker, Consultant, Trainer
This article is a follow up to the webinar – How To Win Clients Through Verbal Storytelling.
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How Do You Build a Niche?
About five years ago, David Scarlett asked me who I liked working with best and who I felt I did the best job for. I had absolutely no answer for him.
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Why is Marketing a Dirty Word in Financial Advice?
A successful financial adviser shouldn’t need to market themselves. They should be busy enough with Client Referrals. Or so I had been told.
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How to write your story and attract the right audience
Communicating the value of financial advice isn’t always easy but it is necessary if you want to retain the right clients and attract the right prospects.
Discover the Power of Independent Thinking
By: Becca Timmins
Consultant, Coach, Trainer and Former Financial Planning Operations Director
When We Think
Eight years ago, I was frazzled. I was the person with the answers. I had little time or space to breathe, let alone think!
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Learnings from juggling busy roles
The Power of Financial Planning is something I feel really passionate about: seeing clients journey from that initial meeting to designing the life that they’ve always wanted.
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Rethink Your Leadership to Thrive in The ‘New Normal’
By: David Scarlett
The Soul Millionaire
It’s time to rethink your leadership style; not just yours but the leadership you need to develop and nurture in your team.
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