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Adviser Business Review
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Your business resource for the best ideas, thoughts and business developments in the advisory market
Your business resource for the best ideas, thoughts and business developments in the advisory market

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Pete Matthew, MD of Jacksons Wealth management and producer of the Meaningful Money videos and podcasts, talks to ABR editor Rob Kingsbury about his modular social media training programme for professional advisers, Advisertech. 

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Adviser Business Review website goes live! 
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Change is necessary to keep a business successful. Making clients part of that change can lead to even greater success, says Rebecca Aldridge, director, Think Smarter

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Independent Financial Advisers looking to prove their independence need to think Process, Process, Process, says Steve Bailey of compliance consultancy ATEB Consulting

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Adviser Business Review - July issue
Profile: Kerry Nelson of Nexus Independent Financial Advisers says she has seen " the good the bad and the ugly" in the financial services market, which is why, when she started her own business from scratch in Fareham, Hampshire, UK, she had very firm ideas on just how she was going to do it.

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DON'T LET POOR COMPLIANCE RU(I)N YOUR BUSINESS
Brett Davidson, MD of FPAdvance, has a strong recommendation for advisory firms that let their business be run by compliance services aimed at the lowest common denominator adviser. Sack them! Then open up the opportunities for your business

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'WHY I'M PASSIONATE ABOUT PASSIVES'
Outsourced investment analyst and paraplanner Abraham Okusanya believes investment alpha lies not with individual investments but with the adviser  

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READ ADVISER BUSINESS REVIEW - MAY 2014
Profile: Attivo Group - from one man band to multi-faceted company providing financial planning, SIPP and DFM services and aiming at £1 billion in assets.
PLUS:business remodelling, client bank migration, ditching poor compliance, no short cuts when risk profiling, recruiting the right staff for your business, bringing on clients through social media, marketing through seminars, and much more...
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