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Marketing yourself – How to win customer confidence

As an independent financial advisor, there is one key ingredient that you need wherever it is you’re working, and that is trust. Your clients need to trust that you are going to be able to provide them with the most effective service. They need to know that your advice is going to be the best and that the financial products and strategies you introduce them to are going to be the most suitable. It is up to you to create this trust by marketing yourself effectively. Keeping that in mind, read on for some top tips on how to win customer confidence.

Use social media

Social media is a platform that can no longer be ignored. If you can build a strong presence on Facebook, LinkedIn and Twitter you will encourage clients to trust you, by attracting new interest and reinforcing current relationships. There are plenty of compelling reasons why all financial advisors need to have a social media presence. Including the fact that 44% of affluent customers engage with financial institutions via social media, also 72% of clients trust online reviews just as much as they do personal recommendations.


One of the best ways to increase trust is to specialise in a specific area of finance, or several. Most people do not want to employ someone who is a jack-of-all-trades – they want an individual that excels in a specific area, and has the knowledge and connections to really help them. You may think that you are cutting yourself off from a whole host of potential customers if you do this, but that is not the case. Instead, you are making yourself appear more credible and enhancing your image in your niche, and this will lead to more people trusting you and wanting to use your service.

Drop the financial jargon

IFAs can fall into the trap of using as much financial jargon as possible to make themselves seem an expert in the field. The truth is that all you are doing is confusing your customers. This alienates more clients than attracts them. Instead, you need to make yourself approachable, and you must explain everything in a manner that is easy for everyone to understand. By doing this, customers will trust that you are on their level and that you can deliver a service that is to their requirements.

Sell a story

Finally, one of the most effective techniques is to sell a story, as this makes it easier for your clients to grasp your strategy and what you are going to be selling them. You can use stories from your own personal experience, or you can use metaphors to illustrate a process. A common example of the latter relates to the stew pot story that a lot of mutual fund salespeople use when attempting to sell their products. They use the ingredients of a stew to illustrate the securities that are selected by the fund managers, and then they explain that, just like a spoonful of stew – where there is a tiny portion of all ingredients, a fund provides a fractional interest in each security in the portfolio.   Using the above tips to win customer confidence will see you win more word-of-mouth referrals, and therefore more customers, allowing you to build up your customer base with ease.  

How to begin life as an expat

So, you’ve decided to move abroad – you’ve found a place to live, and you don’t have to work ridiculously long hours. Away from friends and family, and with little to occupy yourself after unpacking, it’s time to begin life as an expat. But where do you start? Here, we’ve put together a handy guide to settling into your new country, so it’ll soon begin to feel like home.

Recognise that things may feel weird for some time

There are certain stages that come with settling into a new country, and while you’re bound to feel some sense of homesickness at some point – after all, everything is so strange – it’s important not to feel like you’ve made a mistake. Feelings of homesickness do pass, especially once you’re in a routine, so make sure you try and set one up as soon as you possibly can. This will add a sense of normality to daily life, and help you to adapt more easily. That said, allow yourself some time to take in your new surroundings – walk around the neighbourhood, visit neighbouring towns and explore – and you’ll soon begin to feel like a local.

Learn the language

Few things bring people together like a shared interest, and finding classes where you can learn the local language will certainly put you together with people in much the same situation as you are. Whilst you may have learnt some of the language before you moved, immersing yourself in the complexities of another language can only be a good thing, and even if your destination country’s primary language is English, there are sure to be some differences in how English is spoken there than in the UK.

Join in with everything you can

From forums set up specifically for expats, to local events, festivals and community groups, join in anything you can. Look at every event, group or class as an opportunity to learn more about your new home and meet like-minded people. Whether you choose to keep up with these activities after you’ve built up your social circle is up to you – but you may be surprised at how much you get out of them – and of course, as an IFA, the wider your circle of connections, the more great work you can do.

Ask lots of questions

From asking about a dish on a menu, to speaking to your local shopkeeper about great places to visit, or about the local customs around the holiday seasons, asking questions will allow you to learn about the people and the culture you’re gradually immersing yourself in. Being open and honest about things you don’t understand will also ensure that people warm to you quickly and they’ll be willing to help you settle in even better.   Finally, it’s important to be patient. Rome wasn’t built in a day and you can’t expect to feel like a local within a couple of weeks. Having said that, following the tips above will be sure to help you settle into your new home quickly and happily.        

Five things no one remembers about emigrating

More and more people are relocating overseas to take advantage of the jobs that are available. If this applies to you, you will no doubt have a lot to plan and think about before your big move. However, one thing you can do is learn from the mistakes other expats have made. In this post, we are going to reveal five things most people forget to do when emigrating, so you can make sure you avoid making the same errors.

1. Sorting out tax in their new country

Firstly, you will need to notify the authorities in your home country that you are planning to leave, otherwise you may find yourself subject to additional taxes. You then need to sort out your taxes in your new country. You will need to research what taxes you are subject to, and how you go about paying them.

2. Forwarding correspondence

This is one of the most common things people overlook. Cancelling policies and utilities from service providers who regularly contact you by mail is something that is always done, but most people fail to consider their other correspondence. Moving overseas doesn’t mean people won’t want to get in touch with you and if your correspondence is still being sent to your old address you could miss out on important mail. This can be very frustrating, especially if you’ve sold your house or have no way of getting in touch with the person that lives in your old place.

3. Finding a doctor beforehand

Leaving healthcare until you get to your new location is risky. You want to make sure you have a doctor set up before you move. If this is not possible, at least set up an appointment with one so you can sort it as soon as you get there. You may also need to invest in medical insurance. This is a necessity for a lot of expats in certain countries. Moreover, the standard of public medical care may not be up to the level you are used to, so it is definitely worth doing your research before.

4. Opening a local bank account

Make sure you have a bank account open in your new location before you move, otherwise you could find yourself being subject to some very hefty transaction fees and currency fluctuations. You don’t have to close the bank account in your home country - in fact, a lot of people still use their home bank accounts regularly, especially if they have family in their home country or they are planning on re-visiting or even moving back there one day. You will need to contact your bank to inform them that you are moving abroad however.

5. Taking copies of all important documents

Make copies of everything you think you may need while abroad and, of course, take the originals too. This includes your birth certificate, any references, student / employee certificates, marriage certificate, pension plan documents, passport, ID card, social security cards, vehicle titles, loan documents, wills, house deeds, insurance policies, mortgage documents, and such like.   So there you have it – the top five things you should not forget before you move abroad. Make yourself a checklist to ensure everything runs smoothly and your relocation should be much less stressful, allowing you to settle in much quicker.  

Travelling abroad as an IFA – What’s in it for me?

So, you are thinking about travelling abroad as an independent financial advisor? As is the case with all big decisions, you need to weigh up the pros and cons. Not only will you be taking on a new job, but you’ll be moving to a new country too. It is an exciting chapter in anyone’s life, and in this post we will explain what you can expect if you travel abroad as an IFA.

Experience new things and broaden your horizons

There is only one place to begin, and this is with the fact that you will be able to explore new locations and travel the world. Have you always dreamed of visiting Asia? Perhaps Africa is a place that is of interest to you? As a financial advisor, you have transferrable skills. It does not matter where in the world you are; individuals are always going to need your assistance. Thus, you can experience the one place you’ve always wanted to visit without having to sacrifice your job or drain your savings.

Work flexibly – Wherever you are!

There is great flexibility with this type of role. As an independent advisor, you don’t have to be tied down to one job in one country; you can move from country to country on a fairly regular basis. Thus, you can explore new locations at every opportunity. Or, you may find that you fall in love with a particular country and want to make a life for yourself there. The choice is yours.

Make more money, pay less tax and much more…

You can also find that there are a lot of perks with being an independent financial advisor based overseas. In most cases, as an expat you will benefit from great tax breaks. In fact, this is one of the main reasons why a lot of people want to leave the UK. Depending on the country you move to, you may experience other advantages too, both job and lifestyle related, such as a better way of life, an improved work-life balance, better employee perks, and nicer weather.

Make yourself more employable

You will also improve your career by travelling abroad as an IFA. By broadening your horizons, you will enhance your skill set, which will make you more employable. International exposure can fast track your career. You’ll learn so much too, as there are different working cultures to contend with and such like, and this will make you more adaptable to various environments, giving you the platform to excel. To conclude, if you are considering a new job or you have been interested in getting out of the UK for a while now, now is your chance. You may never get the opportunity again. So take the plunge and travel abroad as an independent financial advisor. Not only will you fast track your career, but you will be able to take advantage of tax perks while also exploring a new location and meeting new people. There’s no script; you decide where you want to go, and when you want to come back – IF you want to come back at all! Click here to start browsing for your new life abroad... 

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