Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a potential customer's first impression.
Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.
Ken Davy reflects on the disappearance of around 80 per cent of insurance companies over the last 30 years and what that means for advisers.
In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.
To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.
Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.
From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.
Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.
Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.
Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.