Most RecentMost ViewedMost LikesThe small practice rollercoaster You can't control all the ups and downs – but you'll need a "what-if" plan to stay on track. We don't buy what we don't understand Let me ask: have you ever had a client seem eager at first but then disappear? I'd like to invest in the automatic dog feeder from China When a risk-averse client expresses a sudden interest in Chinese pet supplies, it's time to ask a few questions. The wisdom of being a client of yours Here's a simple question: has your relationship produced a result for the client? Business case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. How to maximise the value of your Financial Planning business to prepare it for sale Find out the inside tips from our expert Why I'm happy to be a generalist Why, after 25 years in the industry, have I decided to stay in the "generalist" camp? How to adapt advice to the differing needs of Gen X Gen Xers are ripe for financial advice but they might need some convincing How to adapt advice to the differing needs of Gen Y and Gen Z Embracing technology and personalising your service are two mainstays of any financial adviser’s work and even more so for clients under 40 How to adapt advice to the differing needs of Baby Boomers Baby Boomers need thoughtful and strategic planning to get them through retirement. Just don’t underestimate them
