5 best practice steps for collecting feedback – and what do with it
With the first year of Consumer Duty now under our belt, most advice firms are now collecting client feedback in …
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With the first year of Consumer Duty now under our belt, most advice firms are now collecting client feedback in …
Used correctly, client feedback can become your most powerful tool for driving organic growth. Identify your biggest advocates, fine-tune your …
For advisers who aren’t looking to take on new clients, there are still opportunities to grow revenue from within your …
Whether you’re looking to expand your client bank or just maintain it, attracting new clients will form a key element …
In the three months since the Consumer Duty came into effect, many advice firms have started collecting feedback systematically for …
Mistakes are an inevitable part of any business, including financial advice. However, when the root cause of the issue isn’t …
Imagine transforming a century of failure into unprecedented success with just a series of 1% improvements. This is the power …
The mortgage industry has faced its fair share of change in recent times. From interest rate rises to product scarcity, …
IronMarket, a Wealth and Investment Management firm that is redefining their members’ expectations of advice firms, drove a 23% increase …
Advice firms who neglect to invite all their clients to give feedback are only cheating themselves, says Rob Heath, Director …
Networks have always been faced with an additional challenge to directly authorised firms. How to ensure their Appointed Representatives (ARs) …
Clear and effective communication has always been important in the provision of financial advice. Clients need to understand the advice …
In 1960 the US Navy coined the phrase, “keep it simple, stupid”, for the design principle that underpinned the design …
The decision to take on a new client has never been more important than right now. Consumer Duty places a …
Written by Rachel MacRae, B-Compliant As the Consumer Duty deadline creeps closer, time is running out to deliver the relevant …
Fixed fees have been around for a long time. Some advisers have been working on a fixed fee basis, with …
As financial advisers prepare for the implementation of Consumer Duty, one of the most significant challenges they face is demonstrating …
Financial literacy plays a critical role in ensuring clients make informed decisions, ultimately leading to better financial outcomes. But is …
Does Consumer Duty herald the end of percentage-based charging and cross-subsidies between clients? Rachel MacRae, Compliance Consultant at B-Complaint thinks …
Data is the backbone of financial planning. Advisers use data to analyse markets, build portfolios, and make recommendations to clients. …
All financial advisers want to provide the best service possible to their clients and most do an excellent job. Indeed, …
Consumer Duty recognises the importance of protecting customers in vulnerable circumstances. Vulnerability can arise from a variety of factors such …
There’s no getting away from it, Consumer Duty will cost you money. The new guidelines require firms to record the …
The Consumer Duty requires firms to put clients at the heart of every decision. The Duty puts a spotlight on …
Customer satisfaction is dead, long live client outcomes. The FCA has placed delivering good outcomes at the heart of Consumer …
Are you ready for Consumer Duty? Top advice firms share 7 key steps to success With the implementation deadline for …
The fourth outcome of the Consumer Duty is ‘Consumer Support’. Firms are required to support clients all the way through …
The Consumer Duty clock is ticking, as firms have until the end of July 2023 to be compliant. At VouchedFor, …
The third outcome of the Consumer Duty is ‘Consumer Understanding’, where firms are required to communicate in a way that, …
Advisers have four ‘outcomes’ to consider under the FCA’s new Consumer Duty regulations: products and services, price and value, consumer …
Advisers who are directly interacting with clients, and senior staff within a firm, need to fully embrace the Consumer Duty …
Did you know that 99% of advisory clients say they would consider recommending their adviser, but only 42% actually do consistently
Double your prospect conversion rate by adopting a few simple changes.
Brian Hill is the managing director and financial adviser at Jones Hill. Here he reveals why treating VouchedFor like a lead generator risks missing out on the bigger prize.
Depledge Strategic Wealth Management’s Andrew Day, outlines how to convert initial expressions of interest into productive long-term clients during these difficult times.
Sian MacInnes shares her six top tips on how to connect with clients from the very first point of contact, making a great first impression and building lasting relationships.
Wayne Griffiths explains how he’s used VouchedFor to build trust and transparency into his lead generation process and why that’s more important now than ever.
Discover tools that increase prospect conversion, recommendations and power Consumer Duty requirements.