Advice on Trial

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In recent years it has often felt that advice has been on trial; that there is a “gap” somewhere. So, what exactly is the “advice gap”, where does it come from, and how do we close it? In 2012, it seemed every trade press article predicted the demise of advice, with consumers sure to baulk...

11 questions to help you assess your own website

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Making a judgement call on your own website can be tough. It’s likely that you have a level of attachment to it or, perhaps, a level of reluctance to look too closely, lest the cracks start to show! It’s also likely that any attempt at judging your website will be based on a level of...

Why 35% of advisers might be wrong about Facebook

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Speaking to financial services folk, whilst there are exceptions, I tend to hear two opposing views of Facebook: From marketers: “You must be on there, if you’re not, your business will be left behind.” From advisers: “My clients aren’t on Facebook; it would be a waste of time for me.” Instinctively I’m not drawn to...

Keep It Super Simple

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It was Leonardo Da Vinci who said, “Simplicity is the ultimate sophistication.” When it comes to your business, never was a truer word spoken. When you think about the business of advice, even when it’s sophisticated Financial Planning advice, it’s pretty damn simple. Here’s how it plays out in my mind: A person gets in...

Why Google, and your website, might stop referrals getting in touch

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I’ve just spent an enjoyable couple of weeks presenting to Sense members about how advisers can improve their websites. We started each session with a bit of fun, by getting delegates to review the websites of their competitors. We simply searched for ‘financial advice’ followed by the name of the location we were in and...

VouchedFor and Unbiased: The definitive guide to improving adviser returns

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Following our adviser survey in August, we are delighted to launch our white paper: VouchedFor and Unbiased – The definitive guide to improving adviser returns. Thousands of advisers use these directories, many of them relying on Unbiased and Vouchedfor for a high proportion of their new enquiries. I was therefore keen to better understand the...

My thoughts on the VouchedFor Accelerator programme

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When I saw the pricing model for VouchedFor’s new Accelerator programme, my first reaction was similar to your local plumber, sucking air in through my teeth as I mentally calculated the cost. However, as I said to some of the advisers who asked for my opinion, the initial reaction we have, especially to new concepts,...

Are Unbiased or VouchedFor treating advisers as cash cows?

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Our survey comparing Unbiased and VouchedFor has only been running for 48 hours, but it is already highlighting some interesting issues and very strong opinions. I’m afraid you will have to wait until September for the full results, but there is one topic I thought was worth investigating straightaway. A number of respondents, particularly those...