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Articles by Setul Mehta
Setul Mehta: How a single post in Gujarati helped an adviser open a meaningful conversation
"Too many families still believe insurance is ‘not for them’, simply because they haven’t seen it communicated in a format that feels relevant, respectful, or reassuring." The protection market’s goal is simple, to help people make informed decisions about securing their future against catastrophe. The ultimate tool in achieving this is communication - storytelling, open conversations, and fact-finding. “But conversations are no longer two-dimensional.
In Conversation With... Miranda Seath: Shaping an Inclusive Future for UK Savers
View more on these topicsAdvisers Podcast In this episode of In Conversation With…, Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA’s inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.
Sheun Oke: How to help clients weather the tax storm
Let’s face it, tax changes in the UK can feel like an unexpected rainstorm at a summer picnic. Just when your clients think they’ve got their finances in order, along comes a downpour of new tax policies, increasing their liabilities on income, capital gains and inheritance tax (IHT). As financial advisers, it’s our job to hand them an umbrella and guide them through the storm. One of the best ways to do this? Annual reviews.
Kevin Carr: Reputation matters. Doesn’t it?
It goes without saying that a good reputation is vital to business success, especially in financial services. This is not just about your customers and clients – it extends far beyond and into recruitment, retention, influence, social media, government, regulators, marketing, budgets and more. A firm with a great reputation can often spend less to achieve the same results, for example, if not better or faster.
Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’
A company does not need vast capital investment to enter the wealth management space if it picks the right technology early on, Oakglen Wealth managing director Dominic Tayler has insisted. Speaking to Money Marketing, he said: “Many assume that entering our industry requires vast capital investment, which was true until recent years.
Retiring soon? Social media still matters
Many financial services businesses push back on a social-media presence with the reasoning: “I’m 65 and retiring soon — I don’t need social media.” While this seems logical on the surface, the reality is that social media can add real financial and strategic value to your business, even in the final stretch before retirement (although, in my experience of supporting business sales, the typical timeframe from thinking of retirement to actual retirement is 3-5 years).
Are You Losing Clients by Ignoring Social Media?
How Advisers Can Stay Visible, Compliant, and Engaged, even if you do not have the time to do it yourself In reading this article you will understand: The importance of social media as part of your communications strategy. How social media can support conversations around financial planning. Themes that drive social media engagement. The Financial Services industry is changing, and so is the way advisers connect with clients.
Wealth advice and income protection
The role of a wealth adviser can have a significant impact in the life journey of a client, beyond just managing the wealth. Whether a wealth client is planning for their future with pensions and investment advice or aiming to make the most of their savings and looking for investment growth, it’s all underpinned by their ability to earn an income and retain it.
The value of advice from the distribution lens
At the recent Money Marketing Interactive event in Leeds, the question was posed to a fund manager on how you can demonstrate the value of advice when the cost of the fund and platform fee is outweighed by cautious returns. While a robust and valiant was response provided, it was with a fund manager lens on. The reality is, whichever lens you have, it will be a common question as the year progresses.
Make wealth advisers explain the insurance 'what if' | Money Marketing
With the current economic and political climate creating significant market volatility, protection insurance conversations with clients are nudging back up to the levels of March and April 2020 and that’s before all of the tax year end conversations that will have taken place.
Make wealth advisers explain the insurance 'what if' | Money Marketing
With the current economic and political climate creating significant market volatility, protection insurance conversations with clients are nudging back up to the levels of March and April 2020 and that’s before all of the tax year end conversations that will have taken place.
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