It's all about your client

28 May 2012

Value of Advice campaign

The team at are passionate about promoting professional advice to consumers and this week we have announced our new campaign promoting the 'Value of Advice'.  

We have teamed up with Standard Life for the campaign which will launch with a whitepaper which explores the finances and attitudes of both advised and non-advised consumers, and ultimately looks to address the 'advice apathy' in the UK.  Read more about it here.

We need your help!

As part of the campaign we are collaborating with a Sunday national to produce a guide on advice looking at the way advisers currently charge for their services.  To do this we would like a few moments of your time to fill out our quick survey, click here.  Thank you!

Online marketing services

In the last newsletter we told you to watch this space and we meant it ...  new to is the launch of our online marketing services.  We have partnered with specialist online marketing service providers to help you on the way to being savvy in all things online marketing and social media. 

First off the mark is WSI with Social media management and Reputation management. Social media management helps you manage and update your social media profiles as well as keeping your website fresh.  Reputation management offers you a review platform to promote your 'stellar service' and provides your clients with a place to leave their reviews.

Click here to take your first steps to becoming an online guru, with special offers available to subscribers.

PanaceaIFA RDR event

Karen was a panellist last week at a PanaceaIFA RDR event, alongside Nick Cann (IFP), Gill Cardy (IFA Centre), Richard Hobbs (Lansons) and Garry Heath (ex IFA Association), to discuss how advisers could communicate the upcoming changes to their clients.  With the consumer at the centre of the businesses advisers run and given the lack of a large government backed awareness campaign, the job falls on advisers themselves and organisations such as

It was worrying that the majority of advisers who attended were focussed on preparing themselves and their businesses for RDR when there is a clear need to be communicating the changes to their clients.  Please don't be one of the advisers who let their client communications take the back seat - take the lead and start to think about talking to your clients now!

Tax Freedom Day

Tomorrow (29 May) will mark 'Tax Freedom Day'!  This is the unofficial day when UK taxpayers have earned enough income to pay off their tax burden and start earning for their own benefit.  Calculated annually by the Adam Smith Institute, it will take the average UK worker 149 days this year to pay off their debt to the state, that's nearly 5 months of the year.  

Hot off the press… we have already received coverage in The Telegraph, 
read all about it.

Kind Regards

The team

Category: News Tagged: value of advice

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