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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Business as usual?

Ok, so it’s not quite business as usual; but there’s still plenty of reasons to be positive and carry on working as normally as possible. We’re encouraging IFAs to use this time to look into their current business strategy and structure and decide if it’s the right one for them; or if there are other…

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New Business Consultant role to meet demand

Truly Independent continues to grow and the number of independent financial advisers who have joined us is fast approaching 60. To help meet demand for the number of Discovery Sessions being booked by potential new joiners, we have recruited Adrian Reeve, an experienced Business Consultant, to assist. Adrian brings with him a wealth of experience,…

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10 Year Anniversary Celebrations

“It’s fine to celebrate success, but it is more important to heed the lessons of failure” – Bill Gates In this article, the last of 5, I will explain why I believe it is important to celebrate achievements, but only while realising¬†that in doing so, you are at the beginning of a new venture. Truly…

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How did I end up in marketing?

“Marketing is really just about sharing your passion” – Michael Hyatt, Virtual Business Mentor. In this latest of my summer articles, I will explain why I never planned to be involved in marketing and why now, I believe that every company evolves to be so. Passion demands it. The problem Financial advisers, before 1996, used…

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