Lead TechLead Tech Library
Filter by Category
Filter by Tag
One Easy Way To Stand Out From Other Financial Advisers
One of the biggest challenges facing you as a finance professional is knowing how to stand out from your rivals.
See More
ICO Could Fine Firms £500,000 for breaching cold-calling regulations
The UK government this week published new draft regulations designed to reduce the number of scams in the pensions market and to prohibit cold calling in the industry.
See More
The 5 top tips for converting financial advice leads
Here are our five top tips for converting financial advice leads into solid client relationships:
See More
UK house prices up 3 per cent but London down 0.7 per cent
There was a 3 per cent increase in the average UK house price during the 12-month period ending 30 June 2018. This was the lowest yearly increase in five years.
See More
Millennials back ethical investing
living by the values that millennials espouse presents a unique challenge and opportunity for financial advisors.
See More
How to market financial advice to millennials
How can you best attract this tricky but potentially lucrative group of people, and what do you need to know about them?
See More
Brexit Could Bring Higher Interest Rates and Weaker Pound
More than two years have already gone by since Britain voted to leave the EU and since then the term Brexit has become a household word across the UK.
See More
Differentiating your engagement style for different clients
It can be easy to dismiss psychology as unimportant fluff, but could your approach be alienating potential clients or stopping you from building long-term relationships
See More
Calls made for a pension withdrawals cooling-of period
Would a cooling-off period help those who are unaware of the implications of the pension freedoms?
See More
What do clients want from a financial adviser?
What do clients really want from their FA?
See More