Whatever the size of your business the importance of a marketing strategy cannot be stressed enough and the cornerstone of this is client relationships. Whilst a growing business needs to constantly capture new clients, the focus and priority should be on servicing an existing client base. You only have to look at businesses that have [...]

We all know that the majority of employees find pensions a complex and rather dull subject. This is a challenge as we know only too well the increasing importance for scheme members to both understand and take responsibility for their retirement planning. A key area is how advisers communicate with employees. An area of communication [...]

RDR Let your clients know that times are changing and that your business is fit for the future.  Start communicating with your clients and prospects about RDR now so that…… – They hear about it from you first – They recognise that you are proactively addressing the industry changes. – It makes it easier if [...]