Latest News & Blog

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

"Firstly a great thanks to you and all involved in making this process so painless and efficient...I am most impressed so far and will recommend to any who ask."

Steve Mountford
Staffordshire

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Latest News

Ken Davy: Do you have money to burn?

February 20, 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

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NMBA champions the growth of new advisers in the sector

February 18, 2019

More than 100 financial services professionals have enrolled on the New Model Business Academy's (NMBA) apprenticeship programme since it was launched last year. 

 

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SimplyBiz considers acquisition service for advisers

February 18, 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

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Richard Ardron: Keeping pace with the modern client

February 12, 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

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