Generating Referrals


5 best practice steps for collecting feedback – and what do with it

In the three months since the Consumer Duty came into effect, many advice firms have started collecting feedback systematically for …

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Generating Referrals

Revealed: how to boost client confidence and generate more recommendations

Did you know that 99% of advisory clients say they would consider recommending their adviser, but only 42% actually do consistently

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Building Trust

Revealed: why advisers are missing a trick with VouchedFor

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.

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