The biggest new source of clients for a decade?


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...

Unbiased & VouchedFor: Important update


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 –...

Should you include members of your team on your website?


I was chatting with an adviser recently about their new website. The conversation turned to whether she should include members of her team on the site. The adviser confided in me that she was nervous about adding her team to the website, as she thought it might give recruiters an opportunity to poach staff. I...

VouchedFor and Unbiased: The definitive guide to improving adviser returns


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


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,...

No time? No Budget? 5 simple steps to improve your marketing


In my experience most advisers would like to increase the number of clients they work with, yet have limited marketing experience, finite budgets and are almost always time poor.

If that describes you, how can you effectively market your business?

Six tips to turn more enquiries into clients


I regularly write about ways to increase the number of enquiries you receive, but that’s only half the job. In fact, it’s probably the easier half, you still need to convert the enquiry into a client.

I’m always intrigued by advisers bemoaning the poor quality of enquiries; that they don’t convert and therefore offer a poor return on investment. Forgive the blunt home truth, but if the quality of the enquiries you receive is poor, the buck stops with you, after all, you run your marketing strategy.

Which leads me nicely to my first tip:

The 7 most commonly asked questions by new-start IFA practices


During the past year over 80% of the firms joining Sense have been new start businesses.

I love the fact that entrepreneurially minded advisers are breaking the shackles of their current ‘home’, to set up their own business and create the next generation of advisory practices.

Naturally, I’m also delighted that many are choosing to work with Sense.

I tend to get involved very early in the process and it’s fascinating to observe the adviser’s journey.

Of course, there are some common questions I get asked. So, from the mundane to the more complex, I thought I’d pull them together. A change every adviser and consumer needs to know about


I’ve long believed that Unbiased and Vouchedfor listings, along with an effective website, should be central to an adviser’s marketing strategy.

I still believe that to be the case, although a change on Unbiased, which will affect both advisers and consumers, troubles me.

Unbiased or Vouchedfor, which generates the cheapest new enquiries?


Ok so it’s not about the cheapest leads. But, if there’s one thing I’ve learnt over the years, you need a catchy headline!

Let’s ask a better question: Which directory offers the best return on investment?

Over the past few months both have changed their charging structure. So let’s start there.