Keeping client relationships strong
Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.
The shot in the arm that financial advice needs
I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.
SimplyBiz Mortgages adds InterBay to panel
SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.
SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.
New data rules risk triggering claims industry
Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.
"30 years on, the principal still carries the can"
Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.
Understanding what makes a good advice process
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.
SimplyBiz Mortgages adds The Melton to panel
SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.
What are soft skills and why do advisers need them?
Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.
Are your business efficiencies working against you?
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.
SimplyBiz enters Aim market at 170p a share
The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.