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Business Insights

Business briefings

Cherry ReynardCherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of social media or building professional connections.

Read more from Cherry Reynard

Protection Review

Kevin Carr, chief executive of Protection Review and managing director of Carr Consulting and Communications, offers his guide to the world of protection, with a particular emphasis on how advisers can help their clients to obtain the most appropriate help from the sector:

  • Don't let the rabbit win: That there are more rabbits covered by pet insurance in the UK than people with income protection is just one of a number of figures revealing the scale of the task facing the protection industry if it wants to raise it public standing.
  • Life's rich pageant: A look at the pros and cons of 10 different types of life protection
  • Another world: A run-down of 10 unlikely protection sales aids
  • Claims to fame: How to make the best use of claims statistics
  • A new era for protection? The launch of a new kind of insurance product
  • Underpinning everything else: 10 things to think about when recommending income protection

More from Kevin Carr:

  • Winning ways: Putting together a successful award entry may be time-consuming but it can bring many benefit for a business. Here are 10 tips for writing award entries

Building Business

The role of mentoring

"Mentors are useful in building a career, but hanging off someone like a love-sick Labrador is not likely to improve your career. How can you forge effective mentor/mentee relationships?"

Better Business | Business Insights | Building Business | Read More

 

Simply better biz

In the latest Simply better biz column, Update on Equity Release qualification and permission, Mark Greenwood, Group Regulatory Policy Manager at The SimplyBiz Group, discusses the FCA’s decision not to change the rules around equity release advice.

 

Communication is key

Goldman Sachs' Brendan McCurdy argues that in turbulent times, communication is key and highlights four key elements of an effective outreach plan. 

 

  • Aberdeen Asset Management
  • AXA Investmnent Managers
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • First State Investments
  • Goldman Sachs Asset Management
  • Henderson Global Investors
  • Investec Asset Management
  • Invesco Perpetual
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors