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

"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

SimplyBiz's Centra has strong uptake

January 17, 2019

2300 advisers sign up for the Group’s end-to-end investment advice system since launch.

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Having the LPA conversation

January 17, 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.

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Be a better you in 2019

January 09, 2019

Our Group Chairman discusses productive New Year’s resolutions and why time spent planning is never wasted.

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The SimplyBiz Group responds to the proposed FOS award limit increase

January 03, 2019

Read the statement from Ken Davy to the FCA's current consultation along with The SimplyBiz Group's full consultation response.

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