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 [...]

LinkedIn profile summary for IFAs and Financial Planners 2018-07-02T14:06:35+00:00

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 [...]

VoiceNotes & The Lord Mayor’s City Giving Day 2018 2018-07-09T15:19:41+00:00

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 [...]

A few months on – moving forward with MiFID II 2018-05-04T15:25:20+00:00

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 [...]

Promote your best product – you – with our our LinkedIn Profile Proofreading Service 2018-04-20T11:20:54+00:00

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 [...]

Tips to save time for busy professionals 2018-03-20T14:24:22+00:00

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 at the FS Forum 2018-03-12T12:31:01+00:00

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 [...]

VoiceNotes: a helping hand in a world where regulation is becoming stricter 2018-03-12T12:34:47+00:00

Free template for advisers to use after client meetings to meet MiFID II regulations

Advisers need to write up face-to-face meetings with clients to meet new regulations under MiFID II. Many advisers, financial planners and planning assistants don’t have the time or inclination to write up meetings notes, and that’s where our service is proving useful, not only in saving them time/having a good deck of client notes [...]

Free template for advisers to use after client meetings to meet MiFID II regulations 2018-03-12T14:44:26+00:00

VoiceNotes achieves ISO 27001 certification, and why it’s important.

VoiceNotes recently achieved ISO 27001:2013 certification. We are pleased to be able to share this, as it demonstrates our continued commitment to the security of our systems, processes and customer data. When looking for a transcription partner, the security of your data should be of paramount importance. ISO 27001 is an internationally recognised, definitive [...]

VoiceNotes achieves ISO 27001 certification, and why it’s important. 2018-03-12T12:34:17+00:00

MiFID II: How can firms meet recording requirements?

As is often the case with sequels, MiFID II is more ambitious, more expansive and arguably more confusing than its predecessor. However, with the January 2018 deadline fast approaching, firms throughout the financial sector are putting the necessary strategies in place to meet MiFID II's increased compliance requirements, which aim to safeguard market quality, [...]

MiFID II: How can firms meet recording requirements? 2018-03-12T12:35:03+00:00