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All the latest blogs and views from Financial Advice Network

Are you worth your weight in gold?

Posted on 18 Jul, 2016

By Wendy Baker-Rees

The short answer is “Yes”. For those of you who read my blogs you will know that it’s not going to stop there! Of course you are worth it – from the humble lollipop lady to the Prime Minister everyone is valued for what they do. Now let’s take a look at our industry.

Whose wealth are you creating?

Posted on 04 Jul, 2016 By Wendy Baker-Rees

Ever heard of anyone who got rich working for someone else? When we set out on our career, our main objectives are to pass all our exams with flying colours and start work with a company that helps and supports us as we learn the ropes.


How well do you really know your clients?

Posted on 22 Jun, 2016 By Wendy Baker-Rees

When you are running a business you should be able to identify income efficiencies and opportunities. We all know there are some advisers who will tell you they have thousands of clients; but what good is that if only 10% of them will be doing significant business with you this year?


Factors to consider when managing risk

Posted on 01 Jun, 2016 By Wendy Baker-Rees

What has Fukushima got to do with you? There’s a title that makes you stop in your tracks! Perhaps a little sensational – but you’ll soon see the relevance as it’s all about managing risk and expecting the unexpected. You’ll no doubt recall the disaster that struck the Fukushima Nuclear Power Plant in March 2011. […]


As an experienced financial adviser I’m sure you don’t need me to point out the obvious. But from time to time it’s well worth going back and revisiting some of the basics we learned as we took our first steps in learning all about financial planning and how to provide it. As advice market reviews […]


As the Chancellor presented his 2016 Budget statement it soon became clear that among those who would benefit most are those who need to save to secure a brighter future and those running small businesses; a number of whom are of course there to provide them with the guidance and advice to help them achieve their objectives.


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