Service Delivery

By: Sarah Elson

Director

Berry & Oak

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

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.

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.

By: Ruth Sturkey

Non-Executive Director, Podcaster & Business Coach

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

By: Dominika Sieradzka-MacCuirc

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.

By: Faith Liversedge

Storyteller

Faith Liversedge

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

By: Brett Davidson

Founder

FP Advance

Respected journalist, the publisher of Inside Information and the godfather of US Financial Planning, Bob Veres, wrote about four years ago that the biggest disruptor in financial services might just be video conferencing technology.