Sue Whitbread
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Compliance – not regulated – really? Compliance expert, Tony Catt, considers the issues.
Advisers operate in a world where regulation is king, but should the compliance function be regulated too? With the Senior Managers and…
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Be effective in getting referrals – part 3 in our series from Matt Anderson, The Referrals Academy
This is the third and final article in his series for IFA Magazine aimed at improving your success at getting referrals. In…
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Cashflow modelling – Jon Rolfe of Epoch Wealth Management asks are you making the most of it?
Jon Rolfe, Co-Founder & Partner of Epoch Wealth Management and CEO of i4C Cashflow Software, puts forward a practical case in arguing…
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Developing profitable introducer relationships for your financial planning business – Matt Anderson, The Referrals Academy.
Leveraging the networks of other quality professionals to generate new business is still a relatively underutilised strategy by most IFAs and…
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Times like these – adviser recruitment in 2017. Steve Preston, Heat Recruitment
As we head into the final quarter of the year, when it comes to adviser recruitment things are looking up for IFAs.…
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Platform due diligence – Mark Polson with the dos and don’ts of getting this process right
How can you make sure you have constructed a robust process within your financial planning business for platform due diligence? Mark Polson…
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“If you break it you own it…”Mike Mount, of JM Finn, gives an alternative view about the benefits for advisers and their clients of outsourcing the investment management process
Setting up and running an in-house investment proposition, whether on an advisory or discretionary basis, is a lot of spadework. Practical considerations…
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Transition planning; why it is the marriage that really matters – and not just the wedding
Louise Jeffreys, Managing Director at Gunner & Co., suggests that building a lasting, trust-based relationship with your business buyer is just as…
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The adviser’s guide to digital marketing #5 – Sam Turner on how to get online reviews and put them to best use
The final instalment in a five part series on improving your digital marketing, by Sam Turner of ClientsFirst Online reviews – what…
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Summertime Blues – Which way will equity markets be heading? Brian Tora voices concerns
Which way will equity markets be heading? Brian Tora finds it hard to be downright pessimistic as he considers the uncertainties ahead,…
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