/ Advice and planning / Clients

Everyone’s a publisher now

Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think of it as a little set of guidelines if writing and publishing copy isn’t your stock-in-trade.

  1. If you’re going to publish content, behave like a publisher. Go read a magazine, or a good website, or a book, and see how the pros lay it out. Bad layout, spelling and grammar turn readers off. Use your top proper English like wot I do.
  2. Your desire to broadcast is not matched by your audience’s desire to learn. They are not an empty vessel waiting to be filled by your wisdom.
  3. No-one cares about your acronyms. No-one.
  4. If you find yourself using the words ‘stochastic modelling’ in a client-facing presentation, stop. Leave the building, find some hawthorn twigs, and beat your back until it’s bloody. If it’s your compliance department trying to get you to do it, beat them until they’re bloody instead.
  5. Please, please, write for your audience, not into the ether. If you don’t know who your audience is, don’t write it. Spend the time finding out, it’ll be worth it in the long run.

Just basics, but dearie me, our industry does struggle with them.  Mind you, if everyone got it right I suppose my job would get a lot harder.

/ Blogs

HomeGame 4 – complete!

Thank you to all of those who made it to our beautiful venue at Patina in Edinburgh and to those who joined us online! There will be more content available

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.