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…
Author: Andrew Goodwin
Andrew Goodwin is the Managing Director and Co-founder of National IFA Truly Independent Ltd and Author of ‘The Happy Financial Adviser’.
His 20 year career in Financial Services started when he graduated from Heriot-Watt University in Edinburgh with an Honours Degree in Actuarial Mathematics and Statistics.
Between 1995 and 2003 he worked for General Accident (now Aviva) as a Senior Financial Consultant before moving into their corporate division where he achieved advanced qualifications in Taxation & Trusts, Supervision & Sales Management and Pensions.
In 2004 he joined National IFA Positive Solutions on a self-employed contract and during this period he recruited and mentored others into a similar role. By 2008 he was head of the North division in charge of his own recruitment team of Business Consultants.
In 2009, he recognised that the industry was changing and left Positive Solutions to set up his own multi-adviser firm with co-founder Cath Bowden called Truly Independent Ltd. With just £10,000 of investment Truly Independent Ltd today is the largest firm in Cumbria and supports more than 40 self-employed IFA’s across the UK and is growing.
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…
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…
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…
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…
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…
“Call me back”
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…
Two monitors halve the time
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…
Let me think about it
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,…
Don’t wait for the windfall
Every day, for ever and ever, you will have to battle for everything. No one will arrive at your door with the the gift of success you feel you deserve. People are too busy battling with their own struggles to appreciate how special you are. Very few people will have the bonanza day, the lottery…