10 Year Anniversary Celebrations

“It’s fine to celebrate success, but it is more important to heed the lessons of failure” – Bill Gates In this article, the last of 5, I will explain why I believe it is important to celebrate achievements, but only while realising that in doing so, you are at the beginning of a new venture. Truly…

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How did I end up in marketing?

“Marketing is really just about sharing your passion” – Michael Hyatt, Virtual Business Mentor. In this latest of my summer articles, I will explain why I never planned to be involved in marketing and why now, I believe that every company evolves to be so. Passion demands it. The problem Financial advisers, before 1996, used…

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50 Up!

“He that waits upon fortune, is never sure of a dinner” – Benjamin Franklin In this article, I will explain why it is important to make changes now, not to procrastinate, and by ‘getting things done’ makes for a happier tomorrow. Like the previous two articles in this summer series, I will use our business…

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Where Happiness Creates Success

In this article, I explain how our business model works and how we have been successful in supporting high quality independent financial advisers all over the UK, all with organic growth. Further, you don’t have to be a financial adviser to benefit from this article. Any new or established business or prospective client, could draw…

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Now is the time to make changes

Among all the Brexit uncertainty, there is an understandable rationale to sit tight, hold on to what you have and do nothing until the way is clear. Feedback from our financial advisers and from the financial services industry as a whole, suggests that investors have moved from their confident position to regularly add to their…

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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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