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...

Learn from our mistakes: The biggest lesson we’ve learnt this year

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Sat watching the final of The Apprentice a few days ago, my attention was caught by someone (I forget who) saying that 90% of all new businesses fail in their first year.  I don’t know whether that statistic is true or not. I suspect the failure rate is remarkably high though.   Well, as we approach our...

A third of adviser’s online efforts are being wasted; are you one of them?

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How many visitors did your website get last month? Those that know the answer to this question will likely be using Google Analytics to track the number of visitors flocking through the metaphorical gates of their website. It’s an invaluable tool for measuring the performance of your website. Although it can get a tad addictive...

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...

MiFID II: A hidden opportunity for advisers and planners

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The advisers and planners we work with are generally a happy bunch. Over the past few weeks though, the morale of some has dropped appreciably as the full extent of MiFID II dawns on them. My attempts at some gallows humour, mentioning the GDPR which follows a few short months later, haven’t been universally well...

The biggest new source of clients for a decade?

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I’ve recently encountered possibly the greatest new source of demand for financial advice, since starting VouchedFor in 2011 – workplace financial well-being. From seemingly nowhere, “financial well-being” has become a major agenda item for HR leaders. According to a new report from Close Brothers, 48% of employers have already implemented some form of financial education, and...

GDPR – the countdown

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Are you ready? The marketing world loves acronyms: AIDA, SWOT, CPC, CTA, CRM, COS, PPC, etc. You can’t escape them! Well, here’s another: GDPR. This one is going to be massively important for businesses everywhere, so we thought we’d explore the implications. What does it stand for? GDPR isn’t some form of elaborate extension of...