Keeping client relationships strong Keeping client relationships strong

24 Apr 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

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Testimonials

"SimplyBiz has an excellent website offering SL templates and many benefits, plus their technical departments are really helpful. Furthermore the members meetings and technical workshops are of great benefit, especially for the one man band IFA who has little contact with the rest of the industry."

Larry Bignell
Boldon

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Latest News

SimplyBiz Group announce first post-flotation results

September 11, 2018

The Group has published its interim results for the six months to 30 June 2018 – its first since its flotation in April.

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Problems serving lower-value clients? There's a new solution...

September 05, 2018

Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.

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The path to paraplanning

September 04, 2018

NMBA ask if there should be a formalised route to paraplanning

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Advice apprenticeships: a defence

August 22, 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

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