Dedicating resource to online marketing can be difficult for brokers. Here are four areas which you can focus on without having to spend a lot of time or money.
Retirement is all about enjoyment and having the peace of mind that everything is taken care of. However, in a state survey, only 6% of workers were able to afford the retirement that they wanted.
Attracting new customers is more expensive than keeping them, so it makes good sense to invest in a good retention process. Here are some simple tips to help brokers grow their business.
Economic uncertainty may call for fixed interest rates, but a good adviser, whilst acknowledging the economic climate, should always be aware of their client's needs and sometimes variable rates are actually the cheapest option.
Income protection policies designed especially for medical professionals. As these are the people we look towards to help us get better we often forget they can also fall ill or have accidents that could stop them from earning.
The product transfer/retention sector represents a big opportunity for advisers. New online tools can help ensure applications are submitted simply and swiftly, but lenders need to work harmoniously with intermediary partners and client retention should be at the top of any intermediary firm's agenda.
When a child becomes sick, financial matters should be a parent's last worry. For financial advisers, this can be a difficult conversation to have, but protection providers have worked on creating more comprehensive products that cover a range of conditions.
When navigating their way through the enormity and unfamiliarity of a mortgage, all many customers want is for someone else to take the hard work out of it and that means trusting the person or service that is helping them through the process.
Industry estimates show that more than one in four housing transactions in the UK are financed by The Bank of Mum and Dad, and research from Key indicates that the over 55's are seeking additional help and guidance in this area.
IRESS Industry Voice provides analysis, commentary and trends from the mortgage and protection industry. The ‘Show me you know me’ issue looks at how the financial services industry must use technology to offer increasingly personalised client experiences.
A shorter term guaranteed income offered by fixed term annuities may be the perfect way for many to protect their pension savings and are just the kind of product that can meet both a customer and advisers needs in an ever-changing landscape.
The FCA has an on-going concern for firms to do the right thing for vulnerable customers and many insurers have become increasingly aware that families may need support beyond financial matters, including helplines and counselling.
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