Our Approach to Succession

We’ve come up with an alternative option for those wanting a smooth transition into retirement. One option that we have developed is to match a retiring adviser (retiree) with a level 4 qualified Truly Independent adviser (successor) in a two stage acquisition process. Working together, there is a natural blend of experience and qualifications where…

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Yammer Intranet – Altogether Connected

Our Yammer Intranet allows us to connect and engage across the company. Staying connected is more important than ever, and this is a simple way for us to collaborate, share knowledge and engage with each other. We want to ensure uniformity of thinking across the whole company, and this is further delivered through our use…

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When and What to Pitch?

Firstly, pitching takes imagination, effort and practice. There is no shortcut or magic potion. However, there is a process that works providing you stick to the right order. As a financial adviser there are two areas where you might find yourself needing to pitch: Social Pitch – this is generally short and explains who you…

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Discussion & Discovery Session

Have you ever taken part in any discussion about the financial services industry or your position within it? Truly Independent are running a series of open discussion and discovery workshops throughout 2018 aimed at regulated financial advisers across the UK. Hosted by co-founder and author, Andrew Goodwin, these sessions are limited to small groups of…

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How to connect with more people (clients)

Connecting with more people has never been so easy, and remember, every person is a potential client. But it is important to ensure you first have the capacity for new clients. Below are a few pointers: Improve your profile Connecting with more clients starts with developing your own profile. Today’s generation have been born with…

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Having the Freedom to be Yourself

Having the freedom to be yourself is also about having the freedom of time as well as expression. To provide the time needed to focus on providing the right solutions for your clients which are that you: Offer impartial advice that is truly independent, unbiased and unrestricted Advice is well documented, simple to understand and…

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Happier Employees are 12% More Productive

Based upon research by Warwick University, happier employees are 12% more productive. Happiness is therefore at the core of everything we do and our advisers are more productive as a result. At Truly Independent, we empower our advisers to make more money, have more time and to do so with less stress. Our formula for…

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“Call me back”

Improve your call back rate

Everyone has had the ‘call me back’ message, and it might sound quite innocent a message to leave, but it actually can come across as a demand, an instruction which cuts into your freedom. Unfortunately, because people need a stimulus to act, the sole reason that anyone fails to return your ‘call me back’ message is that they…

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Two monitors halve the time

Dual monitors for IFAs

Well it’s Monday morning and the kids are back to school and it’s raining stair rods where I am. So whilst in the office, I was reflecting on what technology improvements I can make and what I have made that I would now not be without; Twin Monitors / Dual Screens The one that has…

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Let me think about it

Thoughtful moves

You have had the consultation, you have done the research and presented your recommendation to your client only to hear the words, “that looks fine, but I need to think about it”. How frustrating, especially when you know this investment will make a long term positive difference in their lives. If you don’t know what to say next,…

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