We are supporting World Mental Health Day – 10th October, 2018
It's an important topic for us. For more details please see our post on LinkedIn. https://www.linkedin.com/feed/update/urn:li:activity:6455708264440176640
VoiceNotes goes live with Adviser LifeTalk – September, 2018
VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]
LinkedIn profile summary for IFAs and Financial Planners
As you're probably aware, the negative perception generated by poorly-worded copy and spelling/grammatical errors on a LinkedIn profile summary, website, suitability letter, newsletter or email should not be underestimated. For IFAs and financial planners throughout 2018, we are offering to check your LinkedIn profile for FREE. There are no strings attached, and if you like [...]
VoiceNotes & The Lord Mayor’s City Giving Day 2018
City Giving Day is one day in the year when businesses can unite to celebrate and showcase their charitable and volunteering efforts with employees, clients, suppliers and the public. City Giving Day 2018 is on Tuesday 25th September. "When you know your work is donating to good causes it makes a big difference to the [...]
A few months on – moving forward with MiFID II
Now a few months since MiFID II came into effect, the IFA community could be forgiven for thinking that the legislation didn’t amount to quite the paradigm shift that had been promised. Nevertheless, advisers who have yet to fully meet the far-reaching requirements should remember that the legislation is part of a wider process [...]
Promote your best product – you – with our our LinkedIn Profile Proofreading Service
The generation-spanning grip of social media’s influence on our daily interactions shows no signs of loosening. In the working community, while we are perhaps less likely to be lured by the attraction of Snapchat animal filters (well, you’d hope), the pervasive presence of business networking sites such as LinkedIn - affording us a platform [...]
Tips to save time for busy professionals
We all know the drill - busy day, lots of meetings, calls that seem to last an age, barely a minute to grab a sandwich, no time to listen to lengthy voicemails, firing off a quick email response to a client while on the go, and then a rather unhelpful drive [...]
VoiceNotes at the FS Forum
VoiceNotes @ The Financial Services Forum 2017 VoiceNotes was delighted to attend the Financial Services Forum's event at Spital Square on the 5th October, where we spent time with marketing professionals within the financial sector. The core business proposition that - over our 10-year history - has secured VoiceNotes' reputation as the go-to resource [...]
VoiceNotes: a helping hand in a world where regulation is becoming stricter
VoiceNotes: Reg ‘tech’ with a face In a world where regulation is becoming stricter, we could all do with a helping hand, and there are many companies, services, products and tools for the job, including us. However, we have something extra to offer. VoiceNotes may not strictly be a piece of ‘technology’ – a [...]
How VoiceNotes is working for IFAs, Financial Planners & Paraplanners
VoiceNotes goes live with Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]