client relationships
Individual Protection
“Anyone who says reviews are not an ego boost is lying”
06 April 2023
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5 min read
Individual Protection
“A satisfaction metric that is absolutely crucial to measure and monitor performance”
05 April 2023
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5 min read
Adviser / Broking
According to Embark Group’s Investor Confidence Barometer
17 March 2022
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1 min read
Whole of Life
Aegon has improved its digital life insurance solution, Simply Life, to ensure more acceptances from a wider number of mortgage and protection clients.
28 September 2015
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Regulation
The Financial Ombudsman Service (FOS) has warned it will demand compensation awards from businesses for non-financial errors if they are deemed to have failed vulnerable clients by "rigidly applying rules".
18 August 2015
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Service
Tenet Group has confirmed it will expand its protection proposition with its advisers now having the option of using LifeQuote's comparison and illustration tools.
08 July 2015
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Individual Protection
In the fourth part of his series on adviser business strategies, John Joe McGinley points to a new study and argues that businesses should ask whether they make clients and customers feel special every day.
15 June 2015
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3 min read
Adviser / Broking
In the third part of his series on adviser business strategies, John Joe McGinley says successful advisers will have a greater focus on segmenting clients.
26 March 2015
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Adviser / Broking
Panacea Adviser and Glassagh Consulting have launched a guide for advisers to help them adapt to meet current and future needs for clients.
19 March 2015
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