How to win longevity

BBC radio 4's Money box

07 Nov 2014

Featuring on the BBC - we are promoting you 

Listen out this Saturday as we are expecting to feature on BBC Radio 4's Money box.  We'll be discussing the guidance guarantee and how to find a financial adviser.  With lots of consumers tuning in, many will be visiting this weekend.  If you offer potential clients a free pension health check or initial meeting at your own cost, this would be a great opportunity to showcase this offer on your profile!  Log in now to update your profile.

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How to win longevity

"Being an expert is not enough; clients need to really trust you and the advice you give".

Taken from his article 'How do you demonstrate that you put the long term needs and goals of your clients first?'  Steve Gazzard of the Institute of Financial Planning, shares his thoughts on what it takes to be an accredited firm.  Gazzard also details how trust really makes an impact on client relations and longevity in the adviser industry. 

Remembrance Sunday 

November officially marks the beginning of the colder months ahead but it is also our chance to pay respects to those who fought in WWI on Remembrance Sunday, this Sunday 9 November.


Congratulations to this week's #AdviseroftheWeek, @ValeAssetMng for commenting on our LinkedIn discussion "How do you deal with migrating clients?". To get our live updates follow us on twitter @unbiased_co_uk.

LinkedIn discussion:

How can we get the 20 somethings to start seeking professional advice?

Generation Y have confessed to relying on their parents for financial advice.  How can we encourage the young to seek professional advice?  Have your say here.

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