The benefits of asset accumulation

Most financial advisers today have come from an industry that started in product sales and that background is hard to extinguish; it’s natural to sell a product. Most people who avoid seeking financial advice do so for one or more of these six reasons: There is no obvious benefit The cost of advice and affordability…

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Enjoy life and make new connections

To connect with more people, and therefore more clients, be sure to get out and about. Being visible in your community through taking part in social events, or by supporting local associations is a surefire way to build connections. The more connections you have, the greater your chance of generating new clients. There is no…

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The importance of an online presence

When people engage with you, be they existing clients, new clients or just potential clients, they will want to know more about you. So they will Google you, check you out and compare feedback. They expect you to exist online. If you don’t have an online profile, then you don’t exist, and you will immediately…

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Reclaim your freedom by joining Truly Independent

Many people will view being self-employed as having the freedom to be yourself. While this is true among many business types, it is not always the case for financial advisers due to the ever demanding controls of the regulator. It is not easy to be a financial adviser and at the same time run a…

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Truly Independent’s Investment Platform Vero

VERO is our fully integrated investment platform that targets growth whilst streamlining the investment process. Built by custodians, True Potential, our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value. Have you ever wondered: Why a wealth platform is called a platform? Do we need to use a platform…

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Truly Independent Digital Marketing Strategy

Here at Truly Independent we understand the importance of marketing. Not only for our own brand, but for our financial advisers as well. Thanks to our in-house marketing team our advisers receive regular new client enquires, in fact so far this year we have had 315 online enquires. That is a 50% increase from last…

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Win a signed copy of The Happy Financial Adviser book!

This Christmas we are proud to announce that we are giving away 3 signed copies of the Amazon best selling book “The Happy Financial Adviser.” The book will be signed by author and Truly Independent Director, Andrew Goodwin. For your chance to win simply follow the instructions below.


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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