New Recruits at Truly Independent

Two more independent financial advisers have joined the Truly Independent team as we get closer to reaching 50 IFAs, halfway to our target of 100 financial advisers. As our brand continues to grow throughout the UK, so does the number of financial advisers who join us and are now on their way to becoming a…

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A Bigger and Better Affinity

We held our 8th bi-annual Truly Affinity Event this week at the Preston Marriot Hotel. This popular event is attended by our IFAs from throughout the UK, our Directors, Head Office team, guest speakers and, for the first time was open to other financial advisers as well. Our three guest speakers provided a fantastic opportunity…

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Barriers are no threat to happiness

Happiness can be achieved by implementing our three happy determinants into your working week. As a financial adviser, you are already connecting with people but do you regularly see new clients? If you are self-employed, then you are working in an environment that provides you with some freedom but are you truly independent? You help…

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Strategy: Start with the end in mind

“Without strategy, execution is aimless. Without execution, strategy is useless” Business exist because someone, maybe you, needs to make money. It is the number one driver of any business. When a business stops making money, the doors close. And most business close because the business lacked a realistic strategy. No real understanding as to why…

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Practise what you preach

It is immoral to make a recommendation that you would not equally adopt for yourself. Make a difference in your own life and start to accumulate assets that can produce an income instead of buying things that only provide short-term gratification. Quite often you come across professionals who help and advise people, but who ignore…

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Is Compliance a Benefit or a Burden?

The collective noun in our industry defining government policy, regulation and professional indemnity insurance is compliance. Compliance is the financial adviser’s daily barrier – compulsory, controlling and costly in both time and money. But is has to be so, since the consequences of not abiding with compliant demands could be a swift exit from the…

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Business Efficiency

To achieve business efficiency does not mean you have to go down the ‘restricted advice’ model, it is more about the technology, processes and procedures that are adopted and less about your advice range. Our focus on process has meant we are extremely efficient for a firm which adopts the unbiased and unrestricted independent model….

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Time to Define your Adviser Model

You should hopefully be in a position to have settled on a suitable base structure on which to build your business. It could be for example: Directly Authorised | Restricted Advice |Sole Trader Lifestyle Model Registered Individual | Independent Advice | Sole Trader Lifestyle Model Directly Authorised | Independent Advice | Multi-adviser Model Whichever type…

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New IFAs as Truly Independent Continues to Grow

We have recently appointed three new independent financial advisers to our growing team across the UK and are fast approaching a total of 50 IFAs. As we strive to become a household name and grow the company to 100 IFAs we were delighted to welcome three new faces. This included James Larton in Lancaster, Simon…

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Financial Adviser or Business People?

There are many financial advisers, and very few of them hold business qualifications. Equally, there are many business people who are strong financially; they tend to rely on accountants. The role of being both a financial adviser and a business person running a multi adviser business is counter-intuitive. It may be intuitive to think that…

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