Understanding what makes a good advice process

10 Apr 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

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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 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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