Tag Results
LPAs – are you working with the right financial planning partner?
Thursday, 12 October 2023If you are not receiving constant referrals from your financial planning partners, then are you not working with the right partners. Or are they perhaps not true financial planners at all?
Tags: SIFA Professional
Posted in Blog
The importance of robust vulnerable client policies
Tuesday, 19 September 2023Vulnerable client policies have been a requirement for FCA regulated firms for a while now and the regulator has made it a key theme in recent years.
Tags: SIFA Professional
Posted in associate news
The SRA’s principles and how they might impact third-party referral
Friday, 8 September 2023How do the SRA principles influence a firm’s and individual lawyer’s behaviour in the context of third-parry referral to financial planning professionals?
Tags: SIFA Professional
Posted in Blog
Working with a Public Authority Deputy to achieve best outcomes for clients’
Monday, 4 September 2023Informed Financial Planning have recently been working with a Local Authority (LA) to provide financial advice to individuals they look after in their role as a Public Authority Deputy.
Tags: SIFA Professional
Posted in associate news
Enhancing client outcomes through collaboration
Wednesday, 30 August 2023While solicitors specialise in legal matters and financial planners focus on financial strategies, the collaboration of their expertise can deliver a host of benefits to clients.
Tags: SIFA Professional
Posted in associate news
Presenting the dream team
Tuesday, 22 August 2023I am acutely aware as a consultant to law firms, rather than someone who works within one, that there is still some reticence to fully embrace the Solicitors Regulation Authority’s transparency rules.
Tags: SIFA Professional
Posted in Blog
Working with your financial planner to attract and retain clients
Friday, 28 July 2023it is hard to disagree with the contention that a personal recommendation for a service is, without doubt, the best source of new clients; it will always be stronger than a testimonial on a website.
Tags: SIFA Professional
Posted in Blog
A safe pair of hands – how to find the right financial planning partner
Friday, 16 June 2023The SRA expects solicitors to be able to demonstrate to their clients the reasons why they believe a referral to a particular third party is in their best interests.
Tags: SIFA Professional
Posted in Blog
Do you have customers or clients?
Monday, 15 May 2023Calling a customer a client does not make them one, even if you consider them to be. Only the individual or individuals can truly decide whether they consider themselves a client of your legal practice.
Tags: SIFA Professional
Posted in Blog
“I would much rather give £160,000 to my children than HMRC” – See how you could save a client £160,000 in IHT
Friday, 5 May 2023This planning scenario explains how Business Property Relief (BPR) can help restore the RNRB for large estates as well as reducing the amount of IHT payable overall.
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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