There are 2 item(s) tagged with the keyword "Financial Advice".

Displaying: 1 - 2 of 2

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

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 - 2 of 2

Testimonials

"In a world where people are ready to complain at a drop of a hat, I just felt it was appropriate to give credit where credit is due and on the whole I feel that SimplyBiz do a very good job."

Lawrence Hayward
Leicestershire

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Latest News

"Social care is elephant in the room"

June 20, 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

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Be ready for CPD spot checks

June 20, 2018

With advisers having a one in ten chance of being spot checked, Tom Hegarty, Managing Director of NMBA, looks at how you can ensure you're CPD is on target.

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Investment heavyweights back financial education programme for teens

June 18, 2018

The New Model Business Academy is running a free financial education programme for teenagers.

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"Embracing the importance of good communication"

June 06, 2018

In recent years, as far as financial advice is concerned, so much emphasis has been placed on getting the right qualifications that the vital importance of soft skills has been neglected.

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