Client Engagement

Building Deeper Financial Advisory Relationships with Women

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.

Dimensional introduced its Women and Wealth community in 2015 in response to the growing interest in this subject from advisors across the globe. We started by asking a simple question: are the financial planning needs of women different?

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Producing a Virtual Event for Clients

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By: Ruth Sturkey
Client Director – London
Paradigm Norton

Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.

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Three Ways to Market and Promote Cashflow

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By: Martin Bamford
Bamford Media Ltd

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

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Opportunities to Keep Engaging

Image of Alasdair Walker
By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

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Slowly but Surely does it

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By: Damien Rylett
Brunel Capital Partners

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

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The Value of Financial Planning in Removing Mental Barriers

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By: Ricky Chan
IFS Wealth & Pensions

Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.

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