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1 month ago | 
moneymarketing.co.uk | Yasmina Siadatan |Dan Cooper |Julie Littlechild
If I look back over my life so far, I can pinpoint moments of vulnerability. You probably can too. Life events like bereavement, divorce, serious illness, redundancy, or the challenges of running a business can knock us off course — personally and financially — and make us more reliant on those around us for support. These are often the moments when people first seek financial advice.
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1 month ago | 
moneymarketing.co.uk | Dan Cooper |Lee Quinn |Julie Littlechild
Financial advisers can serve someone profitably who has £50,000 to invest, Octopus Money CEO has claimed. Ruth Handcock, CEO at Octopus Money, told delegates at NextWealth’s recent conference in London the industry needs to escape the advice gap ‘Groundhog Day’. “Every conference I’ve been to in wealth management over the last five to 10 years has talked about the advice gap,” Handcock said. “Yet nothing has really changed.
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1 month ago | 
moneymarketing.co.uk | Dan Cooper |Julie Littlechild |Darius McQuaid
The Financial Services Compensation Scheme (FSCS) has announced that Cathryn Riley will step down from her role as non-executive director with immediate effect. She will resign from the board today (30 April) after more than four years with the scheme. Riley, who was originally appointed to the FSCS Board on 1 February 2021, previously worked as group chief operating officer for Aviva. The FSCS also appointed Jenny Watson CBE and Richard Harvey to the board on 1 March.
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2 months ago | 
moneymarketing.co.uk | Darius McQuaid |Kimberley Dondo |Julie Littlechild |Dan Cooper
Good morning and welcome to your Morning Briefing for Monday 28 April 2025. To get this in your inbox every morning click here. Advisers fully leveraging technology outperform peers in record numbersFinancial advice firms that fully harness technology outperform their peers across critical growth and efficiency metrics.
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Aug 13, 2024 | 
advisorpedia.com | Julie Littlechild
If your goal is to design and deliver an engaging experience that ensures your prospects and clients feel seen, heard and understood, read on......
Over many years - and much research – we’ve identified five drivers of an engaging experience. And we've created a quick assessment to help you identify any gaps and suggest the next best step.
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Jul 24, 2024 | 
advisorpedia.com | Julie Littlechild
In this industry we talk a great deal about the next generation of investors. More specifically, we talk about asset retention. How can we get introduced to the next generation, through our existing clients, to ensure we maintain assets across generations?
But is that the biggest challenge?
I’d suggest that the bigger challenge is whether you have built a business that is truly compelling to the next generation.
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Jun 4, 2024 | 
advisorpedia.com | Julie Littlechild
When we think about delivering a great client experience it’s easy to go straight to the tactics. But for the individuals charged with designing and implementing an experience, it’s as much about how that experience will be delivered, supported and measured across the organization as the specific tactics.
For the most progressive firms, the questions are clear.
How do you create a consistent experience across a firm, when advice is so personal?
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Apr 8, 2024 | 
advisorpedia.com | Julie Littlechild
For better or for worse, we talk a lot about client satisfaction in this industry.
Since 2009, when Absolute Engagement began tracking satisfaction among high net worth clients, it has been consistently high. Advisors should feel collectively good about the 92 percent of clients who say they are somewhat or very satisfied.
That kind of data makes us feel good, which has some benefits. And it allows individual advisors to identify those few relationships that may be at risk.
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Mar 28, 2024 | 
advisorpedia.com | Julie Littlechild
“Can you think of an example of a meaningful client experience?”
This is a question I often ask in workshops, as a way to help advisors think outside the four walls of our industry and hone in on the feelings connected to an extraordinary client experience.
The responses are varied, profound and, often, verge on the heroic. I hear stories of people who have gone above and beyond to accommodate a need, fix a problem or make a client feel special. Real super-hero stuff.
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Mar 7, 2024 | 
advisorpedia.com | Julie Littlechild
In the last post, I suggested that a truly differentiated prospect meeting is about two things:
What you focus on during that first meeting, and
If or how you involve the prospect in the process
Put another way, if you can change the prospect conversation, you can change the experience for the better.
I promised to bring that to life this week with a real example, of a real prospect meeting with a real advisory firm.
The moral of the story I'm about to share is clear.
