VoiceNotes goes live with Adviser LifeTalk – September, 2018

VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]

VoiceNotes goes live with Adviser LifeTalk – September, 2018 2018-10-10T09:18:59+00:00

LinkedIn profile summary for IFAs and Financial Planners

As you're probably aware, the negative perception generated by poorly-worded copy and spelling/grammatical errors on a LinkedIn profile summary, website, suitability letter, newsletter or email should not be underestimated. For IFAs and financial planners throughout 2018, we are offering to check your LinkedIn profile for FREE. There are no strings attached, and if you like [...]

LinkedIn profile summary for IFAs and Financial Planners 2018-07-02T14:06:35+00:00

VoiceNotes & The Lord Mayor’s City Giving Day 2018

City Giving Day is one day in the year when businesses can unite to celebrate and showcase their charitable and volunteering efforts with employees, clients, suppliers and the public. City Giving Day 2018 is on Tuesday 25th September. "When you know your work is donating to good causes it makes a big difference to the [...]

VoiceNotes & The Lord Mayor’s City Giving Day 2018 2018-07-09T15:19:41+00:00

A few months on – moving forward with MiFID II

Now a few months since MiFID II came into effect, the IFA community could be forgiven for thinking that the legislation didn’t amount to quite the paradigm shift that had been promised. Nevertheless, advisers who have yet to fully meet the far-reaching requirements should remember that the legislation is part of a wider process [...]

A few months on – moving forward with MiFID II 2018-05-04T15:25:20+00:00