Service Delivery

Clients Request More Information About Staying Safe Online

Image of Sarah Elson
By: Sarah Elson
Director
Berry & Oak

When asked, clients most wanted to know more about staying safe online rather than market updates or investment.

Read more…

The Power of the Back Office

Image of Sian Davies Cole
By: Sian Davies Cole
Director
Plan Works

To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.

Read more…

The Power of Paraplanning

Image of Sian Davies Cole
By: Sian Davies Cole
Director
Plan Works

Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.

Read more…

Producing a Virtual Event for Clients

Image of Ruth Sturkey
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.

Read more…

The Power of Process

Image of Dominika Sieradzka
By: Dominika Sieradzka
Practice Management Consultant
RIE Solutions

Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.

Read more…

Tools and Apps Financial Advisers Can’t Live Without

Image of Faith Liversedge
By: Faith Liversedge
Storyteller
Faith Liversedge

It goes without saying that we’re all now more dependent on digital technologies than ever.

Read more…