Smart money september october_2103_issue_singles_perOliver Taylor
Financial adviser client newsletters
Client-facing personalised newsletters are an exceptional and proven vehicle for strengthening relationships with clients. There has never been a more important time, especially during this current economic climate, for professional financial advisers to consider the benefits of using a newsletter to communicate with their clients or professional connections.
Client retention and the loss of hard-earned clients
In these post-RDR times, one of the biggest concerns facing many professional financial advisers is client retention and the loss of hard-earned clients to another competitor. To ensure that this doesn't happen to your business, our advice is that you need to do everything possible to stay engaged with your clients and keep reminding them about why they chose you in the first place.
You don't have to waste your valuable time
Goldmine Media do everything for you, so you don't have to waste your valuable time and effort putting your own newsletter together. We take care of the editorial and imagery selection, right through to the print and delivery to you, and can even post each copy directly to your clients with a covering marketing letter in a high-grade polywrap.
Personal finance subjects presented in a clear and engaging way
Our carefully designed newsletters feature your business name, logo (photograph if required), contact details and regulatory statement, and we present even the most complex of personal finance subjects to your clients in a clear and engaging way.
Newsletters are printed on superior-quality paper and are a perfect time-saving marketing channel that will enable professional financial advisers to deliver increased revenues for their business.
If you want your website to become an alternative marketing channel that continues to attract and generate further new business opportunities, the content must be relevant and change regularly to encourage visitors to keep returning. Goldmine Media\'s \'Website Content Bundle\' provides ready made web content that will ensure your visitors have a reason to keep returning to your website.
This document provides information about life assurance and the importance of obtaining professional advice when choosing a policy. It discusses reviewing coverage for different life stages and factors like health, occupation, and dependents. The two main types of policies are term assurance, which pays out if death occurs within a set period, and whole-of-life assurance, which provides lifetime coverage. Trusts can avoid inheritance tax on payouts. Professional advice can help determine the appropriate amount of coverage needed.
This document discusses how a company called Goldmine Media can help financial professionals improve client communication, raise brand awareness, and increase sales through various marketing products and services. It describes newsletter, magazine, and factsheet services that financial advisers can personalize with their own branding to engage clients. It also discusses website design, social media strategies, and other options for generating new business opportunities and incremental revenue streams. The overall message is that integrating traditional and digital marketing methods through Goldmine Media's services can enhance client retention and improve marketing efficiency for financial advisers.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Proyecto de marca personal - Eva Romeu - Webinar InesdiEva Romeu
Executive Program Innovación Digital de los RRHH
Habilidades Digitales y marca personal
Sesión: Proyecto de Marca personal
Profesor: Eva Romeu
¿Por dónde comenzar nuestro proyecto de marca personal?
Proceso inacabado durante el cual debemos realizar un esfuerzo personal de autoconocimiento
Smart Money January February 2012 SinglesOliver Taylor
The document discusses year-end tax planning tips to help readers get their finances fit for 2012. It provides an overview of key areas to consider such as making use of personal tax allowances, topping up pension contributions, using ISA allowances, planning for inheritance tax, and reducing capital gains tax liability. It also discusses how more people will need to work later in life due to issues of affordability and inadequate retirement savings. The majority of over-50s expect to work past the state retirement age, with the average planning to work an additional 6 years until age 71 for men and 66 for women. Affordability is cited as the key reason over half of over-50s plan to work longer.
Smart money september october_2103_issue_singles_perOliver Taylor
Financial adviser client newsletters
Client-facing personalised newsletters are an exceptional and proven vehicle for strengthening relationships with clients. There has never been a more important time, especially during this current economic climate, for professional financial advisers to consider the benefits of using a newsletter to communicate with their clients or professional connections.
Client retention and the loss of hard-earned clients
In these post-RDR times, one of the biggest concerns facing many professional financial advisers is client retention and the loss of hard-earned clients to another competitor. To ensure that this doesn't happen to your business, our advice is that you need to do everything possible to stay engaged with your clients and keep reminding them about why they chose you in the first place.
You don't have to waste your valuable time
Goldmine Media do everything for you, so you don't have to waste your valuable time and effort putting your own newsletter together. We take care of the editorial and imagery selection, right through to the print and delivery to you, and can even post each copy directly to your clients with a covering marketing letter in a high-grade polywrap.
Personal finance subjects presented in a clear and engaging way
Our carefully designed newsletters feature your business name, logo (photograph if required), contact details and regulatory statement, and we present even the most complex of personal finance subjects to your clients in a clear and engaging way.
Newsletters are printed on superior-quality paper and are a perfect time-saving marketing channel that will enable professional financial advisers to deliver increased revenues for their business.
If you want your website to become an alternative marketing channel that continues to attract and generate further new business opportunities, the content must be relevant and change regularly to encourage visitors to keep returning. Goldmine Media\'s \'Website Content Bundle\' provides ready made web content that will ensure your visitors have a reason to keep returning to your website.
This document provides information about life assurance and the importance of obtaining professional advice when choosing a policy. It discusses reviewing coverage for different life stages and factors like health, occupation, and dependents. The two main types of policies are term assurance, which pays out if death occurs within a set period, and whole-of-life assurance, which provides lifetime coverage. Trusts can avoid inheritance tax on payouts. Professional advice can help determine the appropriate amount of coverage needed.
This document discusses how a company called Goldmine Media can help financial professionals improve client communication, raise brand awareness, and increase sales through various marketing products and services. It describes newsletter, magazine, and factsheet services that financial advisers can personalize with their own branding to engage clients. It also discusses website design, social media strategies, and other options for generating new business opportunities and incremental revenue streams. The overall message is that integrating traditional and digital marketing methods through Goldmine Media's services can enhance client retention and improve marketing efficiency for financial advisers.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Proyecto de marca personal - Eva Romeu - Webinar InesdiEva Romeu
Executive Program Innovación Digital de los RRHH
Habilidades Digitales y marca personal
Sesión: Proyecto de Marca personal
Profesor: Eva Romeu
¿Por dónde comenzar nuestro proyecto de marca personal?
Proceso inacabado durante el cual debemos realizar un esfuerzo personal de autoconocimiento
Smart Money January February 2012 SinglesOliver Taylor
The document discusses year-end tax planning tips to help readers get their finances fit for 2012. It provides an overview of key areas to consider such as making use of personal tax allowances, topping up pension contributions, using ISA allowances, planning for inheritance tax, and reducing capital gains tax liability. It also discusses how more people will need to work later in life due to issues of affordability and inadequate retirement savings. The majority of over-50s expect to work past the state retirement age, with the average planning to work an additional 6 years until age 71 for men and 66 for women. Affordability is cited as the key reason over half of over-50s plan to work longer.
Smart money july august_issue_singles_perOliver Taylor
Financial adviser client newsletters
Client-facing personalised newsletters are an exceptional and proven vehicle for strengthening relationships with clients. There has never been a more important time, especially during this current economic climate, for professional financial advisers to consider the benefits of using a newsletter to communicate with their clients or professional connections.
Client retention and the loss of hard-earned clients
In these post-RDR times, one of the biggest concerns facing many professional financial advisers is client retention and the loss of hard-earned clients to another competitor. To ensure that this doesn't happen to your business, our advice is that you need to do everything possible to stay engaged with your clients and keep reminding them about why they chose you in the first place.
You don't have to waste your valuable time
Goldmine Media do everything for you, so you don't have to waste your valuable time and effort putting your own newsletter together. We take care of the editorial and imagery selection, right through to the print and delivery to you, and can even post each copy directly to your clients with a covering marketing letter in a high-grade polywrap.
Personal finance subjects presented in a clear and engaging way
Our carefully designed newsletters feature your business name, logo (photograph if required), contact details and regulatory statement, and we present even the most complex of personal finance subjects to your clients in a clear and engaging way.
Newsletters are printed on superior-quality paper and are a perfect time-saving marketing channel that will enable professional financial advisers to deliver increased revenues for their business.
This document provides information about income protection insurance, including:
- Income protection insurance provides a monthly income if you are unable to work due to illness or injury, to help pay bills until you can return to work or retire.
- Statutory sick pay only lasts 28 weeks and is usually much less than full earnings. Income protection can help cover lost income after statutory sick pay ends.
- Coverage amounts for income protection are usually 50-65% of pre-tax earnings to replace lost income while adjusting for any state benefits received.
The document provides information about making a will, including reasons to make a will, things to consider including who you want to benefit and who will execute your estate, and what happens if you die without a will. It also outlines inheritance laws if someone dies without a will, including how assets are distributed to surviving spouses, children, parents and other relatives.
Gioi Thieu Du An Oceanviews Apartment Hotelbuiduongduong
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms for those who already suffer from conditions like depression and anxiety.
Smart money july august_issue_singles_perOliver Taylor
Financial adviser client newsletters
Client-facing personalised newsletters are an exceptional and proven vehicle for strengthening relationships with clients. There has never been a more important time, especially during this current economic climate, for professional financial advisers to consider the benefits of using a newsletter to communicate with their clients or professional connections.
Client retention and the loss of hard-earned clients
In these post-RDR times, one of the biggest concerns facing many professional financial advisers is client retention and the loss of hard-earned clients to another competitor. To ensure that this doesn't happen to your business, our advice is that you need to do everything possible to stay engaged with your clients and keep reminding them about why they chose you in the first place.
You don't have to waste your valuable time
Goldmine Media do everything for you, so you don't have to waste your valuable time and effort putting your own newsletter together. We take care of the editorial and imagery selection, right through to the print and delivery to you, and can even post each copy directly to your clients with a covering marketing letter in a high-grade polywrap.
Personal finance subjects presented in a clear and engaging way
Our carefully designed newsletters feature your business name, logo (photograph if required), contact details and regulatory statement, and we present even the most complex of personal finance subjects to your clients in a clear and engaging way.
Newsletters are printed on superior-quality paper and are a perfect time-saving marketing channel that will enable professional financial advisers to deliver increased revenues for their business.
This document provides information about income protection insurance, including:
- Income protection insurance provides a monthly income if you are unable to work due to illness or injury, to help pay bills until you can return to work or retire.
- Statutory sick pay only lasts 28 weeks and is usually much less than full earnings. Income protection can help cover lost income after statutory sick pay ends.
- Coverage amounts for income protection are usually 50-65% of pre-tax earnings to replace lost income while adjusting for any state benefits received.
The document provides information about making a will, including reasons to make a will, things to consider including who you want to benefit and who will execute your estate, and what happens if you die without a will. It also outlines inheritance laws if someone dies without a will, including how assets are distributed to surviving spouses, children, parents and other relatives.
Gioi Thieu Du An Oceanviews Apartment Hotelbuiduongduong
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms for those who already suffer from conditions like depression and anxiety.
Thong Tin Lien He Vpdd Cac Cong Ty Nuoc Ngoai O Ha Noi
40 CáCh để TiếT KiệM Như Warren Buffett
1. 40 cách để tiết kiệm như Warren Buffett
Thực phẩm
1. Đem cơm từ nhà cho bữa sáng và bữa trưa, thay vì ăn ở ngoài sẽ tiết
kiệm được kha khá tiền. Một cách nhanh chóng để chuẩn bị bữa trưa là
nấu thêm cơm và thức ăn vào bữa tối hôm trước.
2. Mua thực phẩm, rau củ theo mùa
3. Mua nhiều thực phẩm một lúc để được giá rẻ và sau đó tích trữ trong tủ
lạnh dùng dần
4. Không nên đi mua đồ ăn với cái bụng đang đói
5. Nên ăn uống ở nhà thay vì ra ngoài. Chỉ đi nhà hàng vào những dịp đặc
biệt
6. Còn khi đi ăn nhà hàng, nên gọi những món mà bạn không thể tự nấu
được ở nhà
7. Khi đi ăn kem, chỉ mua một nửa so với lượng nhà hàng đưa ra, vừa để
giữ eo vừa tiết kiệm
Đồ uống
2. 8. Mang cà phê đựng trong bình chứa cà phê pha từ nhà đến cơ quan
9. Khi đi ra ngoài, mang bình nước tự chuẩn bị thay vì mua nước đóng
chai có sẵn
10. Khi đi ăn hàng, chỉ uống nước lọc trong bữa ăn
11. Nếu muốn uống rươu, hãy uống ở nhà. Trong nhà hàng, giá một ly
rượu có thể ngang ngửa với việc mua một chai đầy bên ngoài
12. Dùng cho đến hết nhẵn các sản phẩm đựng trong tuýp, chai lọ, ví dụ
kem kẹo râu, kem chống nắng, kem dưỡng ẩm
Quần áo
3. 13. Nên đợi mua quần áo giảm giá, hoặc mua trên mạng
14. Không bao giờ mua sắm để tiêu khiển. Lên một danh sách những thứ
cần trước khi đi siêu thị và chỉ mua đúng những thứ đó
15. Không nên mua một món quần áo nào đó nếu chưa có thứ gì hợp để đi
cùng
16. Nên tìm những món đồ có thế mặc được với nhiều phong cách khác
nhau
17. Trừ khi bạn cần món gì ngay lập tức, nên mua quần áo không theo
mùa. Ví dụ, nên mua đồ bơi khi mùa hè vừa hết hoặc mua áo khoác khi
những đợt rét nhất đã qua đi
18. Để thẻ tín dụng ở nhà và mua hàng bằng tiền mặt
Tình yêu, hôn nhân
4. 19. Hẹn hò ở những nơi không bắt phải mua vé
20. Nấu ăn cùng nhau mỗi khi hẹn hò. Cách người ta thể hiện trong bếp có
thể nói lên cách họ đối phó trong những lúc cuộc sống thăng trầm.
21. Nên tìm đối tác có thói quen tiêu tiền phù hợp với mình
22. Mua nhẫn đính hôn vào những dịp giảm giá
Con cái
23. Với đứa trẻ mới sinh, nên tận dụng đồ cũ của người thân, bạn bè vì đứa
trẻ sẽ lớn rất nhanh. Chi riêng những món đồ an toàn như ghế ngồi xe hơi
5. thì cần mua mới
24. Nên cho trẻ bú mẹ trong năm đầu để tiết kiệm tiền mua sữa công thức
25. Lúc trẻ còn nhỏ dưới 12 tuổi, chỉ cần mua cho trẻ quần áo giảm giá và
đồ năm nay có thể mặc tiếp vào năm sau
26. Mua đồ cũ cho trẻ, nhất là những món như quần áo ngoài, áo len
27. Mua đồ chơi và sách trẻ em ở hàng giảm giá
Nhà ở
28. Trông nhiều cây lâu năm trong vườn để tiết kiệm tiền mua cây mới
hàng năm
29. Mua đồ nội thất giảm giá
30. Mỗi khi cần sơn hay sửa nhà, nên thuê thợ vào thời điểm họ đang rỗi
rãi trong năm để được giảm giá, thay vì thuê vào lúc ai cũng đang sửa nhà
31. Nên gọi thợ sửa đường ống nước đến kiểm tra vào mùa hè, vì họ rất
bận rộn trong những tháng lạnh giá cần sưởi ấm vào mùa đông
32. Tránh sắm sửa các thiết bị hay đồ nhà bếp một cách bốc đồng. Nếu mê
mẩn thứ gì đó ở cửa hàng, hãy kiềm chế và đi về nhà suy nghĩ có thực sự
cần thiết không rồi mới mua sau
33. Hãy cố gắng trả hết nợ nần trong nhà
Du lịch và nghỉ dưỡng
6. 34. Đừng vội lao đến rạp xem một bộ phim trừ khi đã đọc bài nhận xét từ
những chuyên gia. Hoặc tiết kiệm hơn là thuê phim về nhà xem
35. Hãy ngừng các hợp đồng thuê bao dài hạn hoặc thẻ thành viên các câu
lạc bộ và xem xét liệu bạn có thực sự cần chúng.
36. Thay vì mua sách, nên đến các thư viện địa phương để mượn về đọc
37. Đi nghỉ vào lúc thấp điểm khi giá phòng thường rẻ hơn
38. Hãy tìm khách sạn xa xỉ nhất trong vùng, sau đó vào ở tại một khách
sạn rẻ hơn gần đó. Bằng cách này, bạn vừa có thể tận hưởng địa thế đẹp,
vừa chỉ phải trả mức phí vừa phải
39. Tự mang đồ ăn thức uống thay vì mua trên máy bay, sân bay hay gọi
phục vụ phòng. Nhiều khách sạn có tủ lạnh không tính phí để bạn có thể
trữ thức ăn và đồ uống. Nếu không có, hãy đi lấy một xô đá và trữ thức ăn
40. Tự mua rượu thay vì uống ở nhà hàng trong kỳ nghỉ
(Theo Forbes)