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All the latest blogs and views from Financial Advice Network

GDPR

Our 5-step GDPR checklist for financial advisers

Posted on 18 May, 2018

By Lyba Nasir

On 25 May 2018, new regulations come into force which change the way you deal with your client’s data. The General Data Protection Regulations (GDPR) build upon the requirements of the current Data Protection Act, but there are some significant changes which you need to be aware of. Keep reading for your five-step financial adviser GDPR checklist.

10 Ways Technology Can Help Organise Your Work Life

Posted on 16 Feb, 2018 By Liam Cross

Take a look at 10 ways technology can improve your work life

Getting organised can help you to make more time for the things you really want to be doing. Research has found that being organised can reduce stress and depression, improve your relationships, and boost your productivity. These days, there are hundreds of apps available to help you get things done. Here are 10 ways in which technology can help you to organise your life.


Should You Send Christmas Cards to Clients?

Posted on 14 Dec, 2017 By Kathryn Pegler

sending christmas cards

If you regularly send Christmas cards, you’re not alone. Figures from the Greeting Card Association have revealed that around a billion Christmas cards were sold in the UK in 2016, with £230 million worth of boxes and nearly 100 million single cards sold. But what about sending Christmas cards to your clients? We look at […]


% ways to increase brand awareness

One of the main challenges facing any business owner is how to market their business and brand. How do you get your name known? Attract your first client? Or build a reputation in your industry? Our guide looks at five easy ways you can get your name out there when you’re self-employed. Have a great […]


7 Tips for Creating the Perfect Video Content

Posted on 13 Nov, 2017 By Kathryn Pegler

Video Content

Video content is becoming the quickest and most appealing way to promote or inform your audience about a new product. However, it isn’t as easy as it sounds and the smallest of mistakes can be the hardest to fix. Here are seven top tips to get your video content up to scratch:   Write a […]


Many advisers would say that managing their most active clients, re-engaging with those who haven’t taken advice in a while and networking with potential new clients can make for a fairly hectic schedule. So for this reason, you’d be forgiven for wondering if there are more efficient ways to keep in contact with your current and potential clients. One of the most versatile and accessible ways of engaging with current and potential clients is email marketing. This communication tool allows you to keep your contact lists updated with the latest news from the industry, whilst promoting your services.


For financial advisers, social media provides a whole range of opportunities. Connecting with and researching competitors, and getting across your message can all be done instantly online via social media. However, with these opportunities come risks, and what may have seemed like a harmless thing to post could be interpreted differently and in affect, end up damaging a reputation that you have worked hard to create.

There are countless examples of when people have posted inappropriate updates to their social media profiles that have ended up costing them their job. For example, a PR executive posted a inappropriate comment while on an aeroplane , only to find she had lost her job when the plane landed. In addition to showing the power of social media, this example also proves the instantaneous nature of the platforms, in that in such a relatively short space of time, this post had spread sufficiently far to make her lose her job.


How do I increase my websites Domain Authority?

Posted on 06 Oct, 2016 By Samantha Atherton

You may be aware of the benefits a high Domain Authority (DA) can have for your business. They include better search engine visibility for your website, which can lead to higher traffic, brand awareness and exposure. A high Domain Authority can also lead to natural back links and more social shares. But how do you go about increasing your Domain Authority?

To refresh your memory, Domain Authority is a score developed by Moz (a digital software and content agency) – based on a 100-point scale – which predicts how well a website will rank in search engines. It is very difficult to get a DA of 100 – sites like Facebook and Google have it! Yet, you should still always aim for a DA higher than you currently have.


Women in Finance: Fiona Price and not a pink logo in sight

Posted on 02 Sep, 2016 By Wendy Baker-Rees

The recently released charter from HM Treasury set out to seek to equal the gender gap in finance and especially at Board level. From a financial advice point of view, I have always failed to understand why there are not more females in this industry; but then sometimes you just have to have a bit of a thick skin!My own first role as an adviser was with a direct sales company and when I gave in my notice I overheard my boss say to one of his male colleagues that I was nothing but “a housewife in a suit”. However that was not what my clients felt and 90% of them came with me as I ventured forth into the world of Independent Financial Advice (IFA).


Tour of Britain Stage 3: Bollington gone biking bonkers

Posted on 30 Aug, 2016 By Wendy Baker-Rees

Tour de France, Olympics and now the Tour of Britain, it’s no wonder our village has gone orange bike bonkers after the great successes recently of our Great British cyclists. We thought they were brilliant at the London Olympics, and unbelievably they were better in Rio.

Living on the Wirral in the 90’s we celebrated the 1992 Olympic win for local cyclist Chris Boardman, and for a long while after our roads were full of cyclists at the weekends. In particular down the Wirral Way; this ran from West Kirby in the North to Hooton, and follows part of an old railway track down the west coast


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