Five things to know about the FCA Defined Benefits Transfers publications

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Just before Easter, the FCA delivered its package of publications on advice on defined benefit transfers. Chief amongst them was its response to its consultation last summer, shaped by its recent supervisory work.  As well as the policy statement, FCA also issued a new consultation to cover areas raised from the previous work, as well...

Your website’s team page: Why it’s so important you get it right

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Almost every adviser or planner’s website will have a team section. Our research shows that, aside from your homepage, your team page will be one of the most popular three on your website. It’s hardly surprising; after all, people buy people. Understanding who is behind a business will be one of the most important things...

Retirement outcomes review

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It seems to be universally accepted that the announcement of the pension freedoms caught most regulators on the hop, with the FCA worst affected. Perhaps less widely accepted is the view that the lack of consultation and tight timeframe between the freedoms’ announcement and the go-live date meant that those same regulators were forced to...

3 recent Google changes advisers need to be aware of (and what to do about them)

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Even if Search Engine Optimisation (SEO) is not one of your primary routes to market, it is always worthwhile keeping one eye on what Google are doing. If you’re not found by new clients on a daily basis, you might be surprised how many current clients type your firm’s name into Google every time they...

We analysed 4,900 pieces of marketing data from 100 advisory firms. Here’s what we found…

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In collaboration with our sister company, Adviser-Store, ClientsFirst set about a daunting task during the Autumn. We took New Model Adviser’s Top 100 advisory firms and analysed their marketing. Yes, all 100 of them. Much tea was drunk. The analysis involves a 49-point assessment matrix, which allows us to qualitatively assess adviser marketing. Questions range...

Unbiased & VouchedFor: Important update

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Directories are an important source of new business for many advisers and planners. Despite new entrants trying to break through, the market is still dominated by Unbiased and VouchedFor. Following the success of last year’s survey, I’m delighted to have launched, in association with Sense Network and Money Marketing, the Unbiased and VouchedFor Survey –...

The secret to getting people to spend more time on your website

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The secret to getting people to spend more time on your website Video may not have done much for the radio star, but if done right, it can do wonders for your website. In fact, a relevant, well produced video can encourage your audience to stay on a page an average of 2.6 times longer....

The greatest danger to IFAs is our reproductive impotence

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In the last six months, “robo advice” has become a genuine contender in the personal investing landscape. But lurking in the shadows is a much bigger threat to IFAs’ future…..and that’s our collective failure to reproduce. I’ve been monitoring the robo advice space for nearly eight years now. Until now, it was hype, theory and...

Awards: Worth entering or a costly waste of time?

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With awards season firmly upon us, there seems to be a black-tie event at every turn and emails aplenty inviting entries to the latest ‘must win’ award. All this begs the question… Are awards worth entering? There seem to be two schools of thought: That entering awards should be an important part of your marketing...

Common marketing scams and what to do if you’re approached

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Over the years, we’ve had several clients who have come across marketing or website scams of some form or another. For some reason, the advisory marketplace appears to be targeted a little more than other sectors we work with. Thankfully, scams and other less-than-desirable approaches are fairly easy to spot if you know what you’re...