Business Support

Helpful tips and advice

Improve your business plans


As part of our business development services for IFAs, our Top Tips act as memory joggers or checklists, reminding you of the main issues to be aware of as you plan your campaign or take stock of your business plans. Whether you're aiming to segment your client base, build an effective website or even hire staff, we have created a range of Top tips which we hope will help.


Yes, we’ve all heard the warnings that advisers might be replaced by robots. But the point people miss is that technology isn’t a competitor, it’s a tool. I once heard a quote by Godfrey Reggio ‘It’s not that we use technology, we live technology’ and with 20% of people now seeking advice we have to attribute this growth with the increase in the technology aids available to us. With information more readily accessible, countless new ways to reach out to clients and engage with people, my top 5 lessons are all steps towards living technology.

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