Should financial advisers be blogging?


This piece is inspired partly by a Twitter conversation yesterday, as well as events immediately post the Referendum result way back in June.

To be truthful this isn’t a blog about blogging, but communicating. Specifically, the importance of communicating high quality content regularly and consistently with three groups, who are key to the success of all advisory firm:

  1. Clients
  2. Potential clients
  3. Key influencers

I’ve always believed effective communication with these three groups is vital for two key reasons:

What’s the best way to get your business to the top of the Google search results?


Last week I sat with an IFA who was considering joining Sense. Our discussions were drawing to a close, the waitress busied herself clearing the numerous empty coffee cups and my thoughts turned to how I’d pass the time on the car park, otherwise known as the M1, as I battled my way home.

Before we departed, the adviser mentioned his next meeting was with an SEO consultant, with the aim of appearing more prominently in the Google search results.

My first thought? I hope you’ve got deep pockets!

You’re The Leader – Now Lead


You own the business. You make the big decisions. So you’re it – the leader of your business. It’s amazing how often we (and I say we to include myself here), want to shirk that title. In a small firm it’s easy to not think of yourself as a leader. Most adviser-owners I know really...

How do you make sure your website suits the behaviour of the visitor?


Few people in today’s crowded marketplace would fail to realise the importance of their website standing out and reaching new prospects. But when everyone is trying to attract the same target audience, how do you make sure your site is the one they land on … and more importantly stay on? One of the key...

Time to look beyond price


In the past the protection insurance sector wasn’t known for innovation, embracing technology or making the most of digital capabilities. But we’re gradually seeing this changing in the form of some game-changing FinTech companies, such as the re-insurer backed start-up UnderwriteMe. Royal London was one of the first providers in the UK to start using...

My thoughts on the VouchedFor Accelerator programme


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,...

Certain principles in uncertain times


Given the unrelenting nature of the news – post-Brexit uncertainty in the UK, instability in the near and Middle East, China’s interventions in the South China seas and the real prospect of a Trump-led US administration – you wouldn’t be surprised to see deep apprehension built into investment markets. So it appears to be the...

Are pension ISAs now inevitable?


The UK is a different place than it was a couple of months ago. The shock waves from the referendum vote to leave the EU have been felt far and wide, and the fun is just beginning. Over the next few years we have to negotiate our way out of the EU – an exercise...

The end of a Bond era?


July 13 saw the closing date for comments following HMRC’s consultation on part surrenders and part assignments of life insurance policies. The consultation put forward several proposals designed to remove the creation of disproportionate chargeable event gains. Under current rules, bond policy holders have the ability to take 5%pa of the amount they invested as...

Are Unbiased or VouchedFor treating advisers as cash cows?


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...