Most RecentMost ViewedMost LikesPractice makes perfect We're launching a new series that takes you behind the scenes of an advice business, Twomeys, and shows you their journey towards scaling up their business and bring on more clients. Finding time Want to create an extra day a week without either the Mandate of Heaven or a time machine? Find out how. First principals Over nearly 40 years in the industry, Anne-Marie Seagrim has stuck to this credo: clients don't care how much you know until they know how much you care. 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. What can you do that an AI can’t? The Advisely Index’s top-ranked adviser, Conrad Francis, believes advice efficiency is all about focusing on your “high-ticket item”. Product fees Are clients better off paying a large fee to secure a cheaper product, even though the monthly savings over the product period do not recover the fees added. However the sourcing system show the fee product to be cheaper on TTP 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. HEAS: another way to access equity from the home The Home Equity Access Scheme (HEAS) is becoming more popular as income-poor retirees look for ways to improve their retirement income and lifestyle. A fresh look at the Review Process In this video, I share my tips on how you can create further efficiencies within Xplan. Want to find out where you sit on the Advisely Index, sign up or login to Advisely now and take the test.
