Financial Advice

July 21, 2023
Referrals: The Power of Asking for Client Recommendations premium
Referrals are a potent tool for driving growth and expanding your client base. As a financial adviser, asking clients for referrals should be a vital aspect of your business strategy. They're a testament to the trust and credibility you've earned from your existing clients. When satisfied clients recommend your services to their friends, family, or colleagues, it showcases your expertise and your positive impact on their lives. Potential clients are more likely to trust the Read More
March 18, 2020
deVere offers Contactless Advice service amid COVID-19 spread premium
deVere is now offering free financial advice to anyone across the globe on a remote basis. As reported by International Investment, International Adviser, Fintech Finance, Financial Reporter, Money Management, Private Banker International, Financial Standard and Mortgage Introducer, amongst other media, we made the decision to launch our Contactless Advice service for four key reasons. First, social distancing is at present the only way we can combat the Read More
August 27, 2014
The Importance of IFAs in boosting the savings culture premium
The role of the independent financial adviser has never been more important. Why am I reiterating this now?  Because research released this week by Lloyds Bank shows how household savings in Britain have halved over the past 40 years.  In the mid-70s, families were saving on average 9.9 per cent of their income for retirement, when interest rates were on the rise, whereas now they are putting aside just 4.8 per cent of their salary, as the Bank of England base rate has fallen to Read More

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