Fundhouse Insights Latest Articles

Practice Management

24
Mar
2016

Replacing The Data Gathering Meeting With A “Get Organized” Client Experience

The data gathering stage of the financial planning process can often involve a number of meetings/calls/emails until you as an IFA have all the required information to start the ...
23
Nov
2015

Does Your Firm Need A Dedicated Business Manager?

Something we are starting to see more and more of is that as advice businesses continue to grow IFAs are starting to find it necessary to hire managers to take over some of the business ...
3
Nov
2015

I Know Why Your Marketing Isn’t Working

The importance of effective, clear communication is something that we at Fundhouse stress to the advisers on our practice development programme, however with your clients receiving more ...
6
Oct
2015

The Seven Roles of an Adviser

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor ...
6
Oct
2015

Succession planning – maintaining your independence may be more valuable than you th...

Succession is a key issue for independent financial advisers. Without a sound succession plan it is very difficult to build real value in your business. Probably more importantly, your ...
28
Sep
2015

The Ongoing Crisis of Advisor Differentiation: Once-Unique Value Propositions Are Now Advi...

The importance of a well-defined value proposition is something that we often stress on our Practice Development Programme, as knowing what value your business offers clients will help ...
21
Sep
2015

A Tailored Communication Strategy – One Way to Counter the Robo-Advisor Threat

In a recent series of discussion forums with financial advisers, we looked at the potential impact of on advisers of the growing phenomenon of Robo-Advisors. Whilst this is still a ...
15
May
2015

Three Essential Factors for Making Change Happen in your Business

Whether driven by the prospect of RDR, or simply due to a desire to improve your business, making change happen is top of mind for many financial planners that we work with. But from ...
7
Mar
2014

Blind Spots in Financial Advice Processes

Every financial advisory firm has a client planning process which it considers to be sound. This process likely started as a core philosophy and then evolved over time based on best ...
4
Mar
2014

The Five Stages Of Growth In A Financial Planning Firm

As the world of financial advice continues to grow and evolve, advisory firms are increasingly going through a series of consistent stages in the growth of their firm. There's a ...
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