Communication Example
ISAs are hugely popular, and their quick and easy application process makes them a prime candidate for mailing activity. However, if you want to ensure that this process is efficient and cost-effectiv...
Adviser-Hub 13th Sep 2016
Gold in them thar portfolios?
Ian Muirhead, Chairman, SIFA During periods of market uncertainty, investors often make a beeline for the perceived safety of bonds, cash, or gold – and, amid meagre returns on bonds and...
Are you sat comfortably on your assets?
Tom Nall, Workplace Solutions Director, SimplyBiz Group shares his insights on good practice for advisers offering workplace and employee benefits. The advent of auto-enrolment has helped to in...
Valuable feedback
[slider=business-page] Valuable feedback Getting feedback – and responding to it – is hugely important for advisers. The more feedback you receive, the better you w...
Tough Times
Bad news is never as easy to impart as good news. However, during periods of economic or stock market uncertainty, it’s even more important to communicate with your clients and ensure that they...
Managing Time
If you want to do every aspect of your job properly, you need to ensure that you manage your time effectively. Although you shouldn’t ignore minor issues – after all, they can turn into ma...
Managing Staff
When your business is growing, you need to ensure that your workforce can keep up the level and quality of service that your clients have come to expect. Therefore, you need to ensure that you have th...
Competition
Although it might seem counterintuitive to consider doing business with a competitor, there are sound reasons to consider such a strategy. Your competitors are best suited to understand what you do, a...
Communication
Effective segmentation is a powerful tool which enables you to understand your client base and tailor communication strategies in the most appropriate manner. Client segmentation enables you to inc...
Protection Review: Writing Awards Entries
Winning ways Putting together a successful award entry may be time-consuming but it can bring many benefit for a business, says Kevin Carr, chief executive of Protection Review. Here he offe...
Website insights
Website insight With your website a great way to help clients better understand their protection needs, Kevin Carr, chief executive of Protection Review, runs through 10 things you can put on it...
Protection Review: Unlikely Sales Aids
Another world In addition to the protection information provided by insurers, says Kevin Carr, chief executive of Protection Review, there is another world of supplementary data. Here i...
Protection Review: Life Insurance
Life's rich pageant With life insurance one of the most commonly bought protection products in the UK, Kevin Carr, chief executive of Protection Review, takes a look at the pros and cons...
Adviser-Hub 12th Sep 2016
Hybrid life and care protection insurance plans
A new era for protection? Kevin Carr, chief executive of Protection Review, highlights the recent launch of a new kind of insurance product and wonders whether it represents the start o...
Protection Review
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...
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