There are 3 item(s) tagged with the keyword "NextGen Sites".

Displaying: 1 - 3 of 3

1. "Spring into technology and grow your client base"

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

Tags: NMBA, NextGen Sites, Financial Advice
By Ken Davy
2. A day in the life of... your client

Simply by changing your website you can tap into changing consumer behaviour...

Tags: NextGen Sites, robo-advice
By Richard Ardron
3. A day in the life of your client

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

Tags: Financial Advice, NextGen Sites
By Richard Ardron

Displaying: 1 - 3 of 3

Testimonials

“Just a quick note to say how amazed I have been at the calibre of your team at SimplyBiz. Since I signed up with you, they have been outstanding in every area. Prior to joining, I really did not trust a single individual in this industry but the facts are that SimplyBiz have delivered far more than they promised and come across as sincere and genuine. It really has been refreshing to work with people who are experienced and capable of running beyond the tape”

Owen Wintersgill
Byfleet

Read More

Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

Read more >

NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

Read more >

NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

Read more >

NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

Read more >