Acquisition is easy, retention is profitable
According to Business Health’s latest research, while 71% of clients believe they have close contact with their adviser, just 37% indicate they would remain with…
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Estate Planning Services: optional until they’re not
The demand from clients for estate planning services continues to grow – and clearly presents an opportunity for new client acquisition and for increasing services…
If something happens to you, what happens to… everyone else?
The untimely death of a financial adviser can lead to catastrophic outcomes for an advisory practice, its owners and their families, staff and clients alike.…
Salaries & compensation trends – the happy hybrid working environment
Staff represent the biggest and most strategically important investment any financial advice firm can make – their salaries comprise, on average, 44.9% of a firm’s…
If your clients need a financial plan, why don’t you?
Eight steps to a more satisfying, less stressful and more profitable 2026 At the risk of seeming cliché, I can say with confidence that while…
Are you staying or going? Do your clients know?
Clients don’t know your plans for the future until you tell them. But they can make assumptions (as can their children). In this piece we…