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How to boost firm efficiency and elevate your advice proposition in just 15 days

JWA Financial Planning came to JustFA in need of a financial servicing platform that would increase efficiency. After a 15 day onboard period, they left with so much more…
Blog

Young love, family advice and technology… this platform has it all

As firms readjust their advice to focus on families rather than individuals, they must embrace the technology necessary to keep young clients engaged in 2023.
Blog

Three communication tools that will boost your client’s experience

Now more than ever, clients expect high quality communication away from their meetings, but what are the key tech tools advisers must embrace to ensure success today?
Blog

Young clients: why they matter…

Regardless of your strategy, its essential young clients are accounted for in your proposition, here’s why… and how.
Blog

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.
Guide

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”.
Blog

Three 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.
Blog

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!
Blog

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
Blog

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.
Blog

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
Blog

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.
Webinar

Why Invest in Future Proofing Your Advice Business

The advice sector has seen some radical changes over the last 30 years.
Blog

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?
Blog

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.
Blog

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