Have the freedom to be yourself

People, including financial advisers, are happier when they have the freedom to express themselves. Having the freedom to be yourself is having the freedom to express your ideas and opinions through speech, writing, and other forms of communication, but within the boundaries that would ordinarily cause harm. Free your time Having the freedom to be…

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Employee to self employed to self-sufficiency

All too often, employed financial advisers who embark on the journey to self-employment are confused into thinking that the primary reason for self-employment is to just earn more money, which can cloud judgment when considering a suitable business model. For example, do financial advisers go the directly authorised (DA) route, join a network as an…

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Connect with more people to improve happiness

Happiness is the opposite of stress, so to aim at happiness is to eliminate stress. Happiness is not achieved just with yet more income but instead by doing well. Beyond having a roof over your head and having enough money to live the life you want, there remain three basic psychological principles (determinants) which must…

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Prepare for retirement with a Truly Succession Strategy

“One of the things we often miss in succession planning is that it should be gradual and thoughtful, with lots of sharing of information and knowledge and perspective, so that it’s almost a non-event when it happens.” – Anne M.Mucahy As we get older the thought of retirement grows stronger. As an independent financial adviser…

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Benefits of joining Truly Independent

In this article I will be discussing some of the key points a financial adviser would benefit from when joining Truly Independent. Truly Independent was given authorisation to advise customers in financial services on 23rd February 2010 and since then has grown to employ over 65 Financial Advisers. One of the key components to our…

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Transparent succession planning

This year we introduced our Motivational Monday video presentations for advisers, ensuring they can stay up-to-date with the latest company news, tips to improve their business, new technologies at their disposal and much more. Recently we launched our three videos to help support advisers with their succession planning and we broke them down into the…

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Adviser specific support

Unlike other non-regulated business, financial advisers have a third administrative function governed by the authorities; on compliance, regulation and generic industry administration. Directly authorised firms tend to have their own staff for this activity or they outsource to other compliance firms, however the best system is t align with a company specifically set up to…

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Business Efficiency

To achieve business efficiency does not mean you have to go down the ‘restricted advice’ model, it is more about the technology, processes and procedures that are adopted and less about your advice range. Our focus on process has meant we are extremely efficient for a firm which adopts the unbiased and unrestricted truly independent…

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Calculate your efficiency rate

A sole trader financial adviser working from home can measure how efficient they are by recording the actual hours they spend on specific client business. Each month, record the time you leave the house for a client meeting, the time you spend in the meeting and the return journey (or Zoom meetings). Record the time…

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Continued recruitment helps produce record turnover

With everything that’s currently going on, it’s great to be able to share some positive news. We have seen our turnover hit a record high of £5.5m (for the last 12 months from April 1 2019 to April 1 2020). A major contributing factor of our increase in turnover has been our continued recruitment of…

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