Logo

Blog

Topics
Category
  • All
  • Technology
  • Financial Advice
  • Hybrid Advice

A guide to: improving your proposition and boosting client experience in 2023

Customer experience will continue to be essential to the success of your advisory business in 2023. In our first educational guide we detail how you can boost your proposition to ensure success in this crucial area. Read more

Guest Blog: Game for Clients of Tomorrow

Guess who saw multiple increases in their customer base during pandemics? Forget Xbox, it is online brokers. People sitting at home viewed it as an excuse to have a “game”. Read more

3 tips to make your client’s money work harder for them… and you!

We know from experience that most advisers shudder at the prospect of parting ways with their clients. Many of these relationships have lasted decades and they exceed more than just financial advice. Often, they are warm, personal friendships. Read more

Enhance the value of your financial advice proposition with this update…

With decades of experience in the financial advice industry, we know just how important a positive client experience is for satisfaction, client retention and ultimately revenue! Read more

How our client portal increases your efficiency and boosts client satisfaction

Our platform reduces red tape and boosts client satisfaction, adding value to your IFA online/hybrid proposition Read more

How to Make £40k in a Single Stroke…

JustFA sponsored one of the holes at a local golf course in support of St Francis Hospice. The prize was £40k for a Hole-In-One. Read more

How to Keep Your Profitable Clients Happy and Attract Young Business

3 tips to keep your most profitable clients happy and attract your clients of tomorrow, today Read more

Putting Hybrid Advice into Practice

Webinar discussion covering the market drivers and conditions that laid the foundation for IFA firms to engage and serve clients digitally. Read more

Why Invest in Future Proofing Your Advice Business

The advice sector has seen some radical changes over the last 30 years. From commissions to ongoing adviser charges to the ever-increasing and onerous regulation – not to mention the spiralling costs of such! A Read more

How to Add Online Proposition to Your Advice Business in 5 weeks

We all know that implementing new technology requires extensive resources and experience. So how can I achieve that with limited time and money? Read more

Next Generation Technology for Next Generation Advisers

Independent financial advice market has a long-standing history in the UK with more than 14,000 financial advisers servicing more than 5 million customers each year. Read more

Email sign up

Sign up to our newsletter and receive the latest insight in financial services, direct to your inbox.

Shape
Get in Touch
Get in Touch

Working together to make financial advice available to all

Our online platform will provide you with all the tools you need in one place, and support the advice process from start to finish, so you can apply your expertise more efficiently and effectively. Let us show you how...

Get in touchBook a discovery call

Shape
Log in Log in as an adviser Log in as a client