There are 3 item(s) tagged with the keyword "NextGen Sites".

Displaying: 1 - 3 of 3

1. "Spring into technology and grow your client base"

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

Tags: NMBA, NextGen Sites, Financial Advice
By Ken Davy
2. A day in the life of... your client

Simply by changing your website you can tap into changing consumer behaviour...

Tags: NextGen Sites, robo-advice
By Richard Ardron
3. A day in the life of your client

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

Tags: Financial Advice, NextGen Sites
By Richard Ardron

Displaying: 1 - 3 of 3

Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

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Latest News

NMBA to open applications for apprenticeship programme

February 20, 2018

SimplyBiz-affiliated New Model Business Academy (NMBA) is opening applications on Thursday for the first year of its apprenticeship programme.

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"If you do not understand bitcoin, stay away"

February 14, 2018

In his latest blog, Ken Davy, SimplyBiz Group Chairman, advises against investing in something you can't see, hold or touch.

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Centra impresses Ian McKenna

February 13, 2018

Ian McKenna, Director at the Financial & Technology Research Centre, has taken a look at SimplyBiz's new investment system, Centra, and is impressed with what he's seen.

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"Why advisers should consider getting extra support in their business"

February 07, 2018

With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.

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