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Adviser Workshop

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.

Adviser workshop: how to fulfil the Mifid II client contact requirement

With Mifid II now in full flow, we ask two financial planning experts how they are adhering to the new rules regarding client contact.

Adviser workshop: how to recruit hidden gems

Ever wanted to hire someone from an unconventional or unexpected place? In this piece two experienced advisers share their stories of how to find the hidden gems.

Adviser Workshop: How to prepare for GDPR

In the lead up to the implementation of the General Data Protection Regulation, we ask the financial planning experts how their peers should prepare.

Adviser workshop: how to select sustainable funds

In the lead up to Earth Day on Sunday 22 April, we look at sustainable funds and ask how advisers should select them.