Journal Authors :: About Paul Cadde

Paul's Articles

• False Economy

  Published: January 24, 2012

• How Can I …?

  Published: July 27, 2011

• Keeping in Touch

  Published: July 24, 2011

• How To Begin A Sales Meeting

  Published: July 16, 2011

• Motivating Staff

  Published: July 12, 2011

• Knowledge or Imagination

  Published: July 8, 2011

• The Most Important Day of the Week

  Published: June 27, 2011

• Dissatisfied Clients

  Published: June 24, 2011

• First Impressions

  Published: June 16, 2011

• Reducing “Sickies”

  Published: June 12, 2011

• Asking the Right Questions

  Published: June 8, 2011

• Why Clients Need Lasting Powers of Attorney

  Published: May 28, 2011

• Master To Do List

  Published: May 27, 2011

• Client Satisfaction File

  Published: May 24, 2011

• Free Advice

  Published: May 20, 2011

• How not to Sell Financial Services

  Published: May 13, 2011

• Writing Compliant Suitability Reports that Sell

  Published: May 11, 2011

• Making Things Happen

  Published: May 6, 2011

• Is there still a market out there for us?

  Published: January 23, 2008

• Gone Phishing

  Published: November 28, 2007

• Petitioning the Prime Minister – A Do it yourself Guide

  Published: November 16, 2007

• Why is the FSA Promoting Depolarisation in Doctors? Surgeries?

  Published: June 24, 2005

• Do your clients need an audit?

  Published: June 22, 2005

• Why you need an IT Policy

  Published: June 7, 2005

• What are Your Clients? Exit Route Plans?

  Published: May 31, 2005

• 1st June 2005 Threat or Opportunity

  Published: February 9, 2005

• Tax Advice by Auditors

  Published: February 3, 2005

• 1 in 5 Employees Looking to Start Own Business

  Published: January 7, 2005

• Nationwide Building Society Consumer Confidence Survey

  Published: October 11, 2004

• The Latest Which? Survey

  Published: August 9, 2004

• Does your solicitor speak English?

  Published: August 9, 2004

• How to improve your business

  Published: July 21, 2004

• Cold Calling

  Published: July 19, 2004

• Do you run your business or does your business run you?

  Published: July 19, 2004

• A Better Mousetrap

  Published: July 19, 2004

• Pension Provision back in the Limelight

  Published: July 19, 2004

• How much is an IFA worth?

  Published: July 19, 2004

• Pensions Simplification - a Trap for Employers

  Published: July 19, 2004

• Listening To The Buying Signals

  Published: July 19, 2004

• New Company Reporting Thresholds

  Published: July 19, 2004

• Are People Satisfied With The Level Of Tax They Pay?

  Published: July 19, 2004

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Back Office (10)

The Back Office Tip of the Month is your opportunity to find out what is working well for other advisers, and save having to reinvent the wheel yourself. It will cover the broad spectrum of the ways in which successful practices organise themselves, as well as some of the industry specific processes which help make our jobs easier.

Client Care (7)

We all want to ensure we continue to give the very best service to our clients.

In the Client Care Tip of the Month we will share ideas other advisers have found help them to maintain excellence in the ways they look after their clients.

Marketing (16)

Any business that wants to survive has to get its marketing right. In the midst of an economic boom, plenty of businesses go bust; and in the midst of a recession, plenty of businesses grow from strength to strength. The difference between the two types of business is almost invariably linked to their marketing.

In the Marketing Tip of the Month we will share with you some marketing ideas successful advisers are using right now to ensure their practices not only survive, but thrive.

Money Making (6)

As a financial adviser you are not here to practise an interesting hobby. Your practice is a business. A business which should provide you with the income you want.

The Money Making Tip of the Month recognises this, and will provide you with ideas which you can adapt to ensure you really get the income you want out of your practice.

Motivational (3)

It is a fact of life that the more motivated we are, the more we can achieve. But it also seems to be a fact in our industry that wherever we turn we see news and gossip that demotivates rather than motivates us.

The Motivational Tip of the Month is intended to reverse that negative trend. It will be a reminder of just why we joined our profession in the first place and is designed to inspire you to achieve the great things of which you really are capable.

Tax (77)

Most clients recognise the value of proper tax planning. They may rarely act on the tax advice you give them, but they appreciate the fact that you gave it to them anyway. It probably puts you head and shoulders above any other financial advisers they may have met, and reinforces the fact that you are a professional who is there to help them.

Each month we will give you a tax tip you may wish to slip into your conversations with your clients, or even include in your newsletter to them.

Time Management (3)

Whoever your hero in life may be, whether it is Bill Gates, Warren Buffett, Leonardo Da Vinci, or Mother Teresa, that person had exactly the same number of hours in their day as you when they achieved greatness. The big difference is how they used those hours.

The Time Management Tip of the Month will share ideas you can put into practice to squeeze more value out of your day.