Knowledge Hub

JustFA and New Leaf Distribution Partner to Bridge the Advice Gap with Innovative Digital Solution

New Leaf Distribution, a leading IFA network, has partnered with JustFA to provide their advisers with a comprehensive solution for clients who prefer to be services online

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JustFA Launches New Client Mobile App: Transforming Digital Advice for IFA Firms

At JustFA, we’re always striving to enhance the digital advice experience for Independent Financial Adviser firms and their clients.

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Empowering Financial Futures: An Interview with Rachel Edwards at Charterhouse Financial

Discover the journey of Rachel Edwards as she shares her motivations, challenges, and the impact of the JustFA platform on her advisory business.

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Future-proofing value with these 4 web-optimisation tips

Digital expectations are changing for advisers, meet them head on…

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Financial Wellbeing: What does your firm need?

From the key face-to-face communication tools, right through to the marketing utensils, find out what instruments can ensure that you can communicate your service properly, and fulfil it too.

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Holistic financial wellbeing: The new non-negotiable?

The theme of the American "holistic financial wellbeing" style of advice is becoming more important. How can advisers turn their proposition into one that prioritises wellbeing, over wealth maximisation?

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Beyond Consumer Duty: Getting the most out of Net Promoter Scores

Learn the potential of the Net Promoter Score (NPS) system, and the utility of gathering feedback and satisfaction data.

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Consumer Duty: This can work

To truly make the most out of new opportunities, you’ll need the right technology...

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Generating new business and engaging old clients with adviser content marketing

With consistency, careful consideration, research and the right tools at your fingertips, you can develop a content marketing strategy that can help unlock your firm's potential. So what does this look like in practice?

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Content marketing metrics for growth... the need to know

Content is king, even for advisers. But how can firms ensure its success? By understanding the data behind it. In this blog, we’ll be answering exactly that…

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Advisers and AI… how your firm can embrace the tools of tomorrow, today

From ChatGPT to compliance assisting ESG software, this blog will cover the new tools unlocking distinct potential for advisers.

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How to nail your newsletter, increase client satisfaction and boost referrals

How to get the most out of email newsletters.

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Advising millennial and Gen Z clients

How can you make sure you’re offering an attractive, relevant proposition to younger adults?

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The Spring Budget - a closer look

The Spring Budget brought a welcome sense of normality back to the treasury against a backdrop of positive forecasting, but what does it really mean for advisers and where do the opportunities lie

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The Great Admin Question… What Can be Done?

Advisers spend around 15 hours on admin every week. This can induce burnout and stops firms from spending time on what matters most… So, what’s the answer?

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‘Talkin bout their generation’: The Ultimate Guide to Millennial, Generation X and Baby Boomer Advice

57% of advised children share an adviser with a parent and those parents expect their children to receive the same high-quality advice they receive.

Guide

The Adviser Room #1: Technology, Advisers and Boosting the Client Experience in 2023

In the first episode of our new webinar series our host, Debbie Dry, is joined by two special guests to discuss how you can increase firm value by boosting the client experience in 2023.

Webinar

Can’t beat ‘em? Join them. The best automation and digital tools for advisers in 2023

We’re a long way off being replaced by AI robo-advisers. But how can we get the best out of emerging AI technology today?

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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…

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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.

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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?

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Young clients: why they matter…

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

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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”.

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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.

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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!

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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

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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.

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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

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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.

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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?

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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