January 2010

You are browsing the archive for January 2010.

Openwork sets out strategy to become the UK’s leading adviser network post-RDR

- Openwork to offer advisers choice of three business models
- Objective to dominate Restricted Advice sector post-RDR
- Multi-panel multi-tie model to augment current ‘best of breed’ approach
- Whole of Market proposition to attract IFAs moving to AR status
Openwork is to offer advisers the choice of three business models – including a significantly enhanced multi-tie proposition [...]

This week’s lucky links are…

There is at least one person at MRM for which this is an invaluable tool - the Laughing Squid sums it up as a ’handy Nerd Venn Diagram to help determine if you are a Geek, Dork or Dweeb’. We decided the person in question is most definitely a Geek.
Standard Life to target 28 - 40 year olds [...]

Is Facebook the most overlooked free client communication tool by IFAs?

Is Facebook the most overlooked free client communication tool by IFAs?

Picture: Avlxyz at Flickr

I reckon my old school friends are just like the average IFA’s client bank.
There are a lot of them, I only manage to stay in regular touch with a few and – until recently – the time and effort required to stay in touch with the rest was just too great to [...]

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