Blogs

A LibDem MP recently described IFAs as a “doomed species”. Is he right or can a new style IFA evolve?

Last new year Unbiased.co.uk proposed 11 New Year resolutions that planners and advisers should take to improve their online marketing. As the year is nearly 75% over, now would be a good time to check how many of their resolutions you have put into practice!

Ask most IFAs about social media and the response is "It's not important for my business". Well now the time has come for that view to change and for them to 'seize the day'?

At a recent workshop I ran for asset managers, one of the delegates, in a rather superior tone, stated “We don’t have client’s, we have investor’s”. His contention was that people with money to invest behave differently to everyone else.

Surely the time has now come to put this myth to rest?

There is a load of great content available online that your clients would find interesting, the problem is how do you get it to them in a way that helps you to build your client relationships? RSS might just be the answer!

The good news is that the majority of IFAs now have a website, the bad news is that very few of those sites will ever produce a real business benefit. So how can financial advisers and planners put their websites to work!

Lots of people talk about it – are you mystified? Worried that you're the only person who doesn't 'get' it?

Want a simple compelling reason why you should use Twitter and a clear guide on how to get the best use out of it?

LinkedIn is a free social network for business professionals that in just 7 years has grown to over 75 million members in over 200 countries. It is an excellent tool to help you expand your business network, stay abreast of industry issues, and exchange mutually beneficial ideas with your peers.

So given the importance of networking for financial advisers, here’s all you need to know about LinkedIn to get started.