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Adviser Workshop

How to decide whether to absorb platform costs

Platforms have become the mainstay of advisers' investment propositions. But how should their costs be managed?

Adviser Workshop: how to run a business during summer

With a huge heatwave and world cup commotion, it has been quite a summer. How do you run your business during the summer months?

How to explain the value of platforms to clients

They are a mainstay of most financial advice propositions these days. But how do you explain their value to clients? Jack Gilbert investigates.

Adviser workshop: how to let clients go

You're restructuring your business, or you simply just do not really see eye to eye with a client. How do you part ways amicably?

Adviser workshop: how to make a 10-year business plan

As we celebrate the 600th issue of NMA, we ask financial planning professionals to tell us how to plan ahead.

Adviser workshop: how to find your business niche

There are lots of IFA firms out there that specialise in specific areas of advice. Have you found your niche yet?

Adviser workshop: How to tailor your service for different generations

It is not just the baby boomers that get advice these days. In this workshop, we ask the financial planning profession how to adapt their financial planning process to younger and older generations alike.

Adviser workshop: How to offer guidance

As the single financial guidance body gets ready to open its doors, we ask the leading lights of the financial planning profession how to offer financial guidance without straying into advice.

Adviser workshop: how to use paraplanners effectively

They are the up-and-coming experts who sit in the background, crucial to the advice process. But how should you use them effectively?

Adviser workshop: how to use cashflow planning tools properly

In the wake of Rory Percival saying that the Financial Conduct Authority had 'effectively mandated' the use of cash flow planning, we ask advisers with experience of the tool for their top tips on getting cash flow planning right.