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

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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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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