This week we released our adviser fees research, demonstrating the cost of advice. In its third year running, our research looks at common advice scenarios and fees, giving consumers guidelines onhow much advice costs. Our research, used together with our find an adviser checklist, will help potential clients be well prepared ahead of their first meeting. Take a look at our cost of advice guide here.
We already have some great features on our research in the Daily Telegraph, Money Observer and Money Marketing, helping consumers understand the typical costs of different scenarios and what advice they expect for their money.
What's your procedure when referring your clients to a professional connection?
Mark Brownridge, research and development analyst at Mazars shares his top tips on referral protocols. Among his tips he talks due diligence, the 'go to' person and trust. Find out ways to broaden your professional scope here.
Did you hear us on the brand new radio station Share Radio this week? Our chief executive Karen Barrett, was featured on the consuming issues programme discussing changes to the advice industry and how consumers can find financial advice. Ensure your profile is up to date as we are sending more consumers looking for financial advice your way.
A big thanks to all who updated their profile and entered our competition, we are pleased to announce the winners. Congratulations to the following firms; FB Wealth Management, Broadlands Partnership Ltd and Rickard Lazenby Financial Services Limited. Your £50 Love2Shop vouchers are on their way.
Congratulations to this week's #AdviseroftheWeek, @Clive_barwell for his articleAnother nail in the coffin of trusts.
What's your process when referring a professional connection?
Client trust is one of the most important aspects in the adviser industry. What is your procedure when referring your client to your professional connections? Have your say here
Have you joined our circle, are we in yours? We would love to be able to share with you stories from your colleagues and providers. Join our circle