Tag Results
An opportunity to demonstrate your support for clients in vulnerable circumstances
Monday, 25 March 2024We here at SIFA Professional, would like to introduce you to the outstanding work done by the Financial Vulnerability Taskforce (FVT) and how you can now clearly demonstrate your commitment to helping and supporting your clients that find themselves in vulnerable positions.
Tags: SIFA Professional
Posted in associate news
Quality indicators – peer recommendations over review websites
Thursday, 21 March 2024I often feel that I am banging the SRA’s drum for them when it comes to transparency but it’s because I genuinely believe in clarity when it comes to promoting quality professional services.
Tags: SIFA Professional
Posted in Blog
Six steps to help you manage sudden wealth
Wednesday, 20 March 2024For many, the notion of suddenly becoming wealthy is a cherished dream, embodying the freedom to spend without constraint.
Tags: SIFA Professional
Posted in associate news
Why private client solicitors should work with financial planners – and tell their clients
Monday, 26 February 2024Ever since the SRA introduced the transparency rules in 2018, we have encouraged solicitors to not just embrace the regulations and the thinking behind them, but to go far beyond.
Tags: SIFA Professional
Posted in Blog
10 questions to prompt New Year’s resolutions for law firms
Monday, 15 January 2024Consumers seeking advice are not always aware whether their problem is exclusively a legal one or might also need the input of an accountant or, indeed, a financial planner.
Tags: SIFA Professional
Posted in Blog
Buyers beware
Friday, 8 December 2023Some 12 years on from its first published research, the Society of Trust & Estate Practitioners has published a new report: Wills and Trusts – Buyers Beware.
Tags: SIFA Professional
Posted in Blog
Reflection and Competency – What do you mean you don’t have any records?
Monday, 4 December 2023A quick show of hands for who went to the COLP COFA Conference last month in Birmingham – I was not able to attend either, but as I had registered, I was able to view the sessions of interest online a week later.
Tags: SIFA Professional
Posted in associate news
10 clients in need of financial advice and how to identify them
Wednesday, 8 November 2023Ensuring you always act with integrity and in your clients best interests of course governs how you work. Being able to identify which clients require complementary financial planning and at what stage of the legal process is therefore essential.
Tags: SIFA Professional
Posted in associate news
The reputational risk of not making a referral
Monday, 6 November 2023Posted by Dave Seager, consulting adviser to Legal Futures Associate SIFA Professional It would not be contentious to suggest that solicitors, both as individuals and as firms, are naturally risk averse. Perhaps this is understandable from a profession that is dealing with the… Read More
Tags: SIFA Professional
Posted in Blog
An integrated approach to retirement planning and family wealth preservation – Real life case study
Wednesday, 18 October 2023In the evolving landscape of financial planning, with pension freedoms for retirement benefits and increasing life expectancy, integrating retirement and wealth preservation together is of paramount importance.
Tags: SIFA Professional
Posted in associate news
Blog
TikTok or TikNot: Is social media working for you?
The average law firm spends around a quarter of its marketing budget on social media but sees little in return, our research found.
Tomorrow’s legal landscape: helping firms prepare for change
Law firms must constantly question the status quo and be willing to adapt. Take nothing for granted. Never say ‘we’ve always done it this way’; never say ‘we’re lawyers and we’re different’.
Succession (Season 5) – Santa looks to the future
It’s time for the annual Christmas blog from Nigel Wallis, consultant at Legal Futures Associate O’Connors Legal Services.
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