DFM is witnessing a shift in focus. Emphasis should move towards holistic client-centric approaches, encompassing superior client reporting, exceptional service,…
Growing your Financial Services sales team in a recovering landscape
With interest rates expected to fall and hiring activity on the rise, now is the time to take a strategic…
Chloe Tillman
Lessons learned from a decade of Paraplanner recruitment
Over the years, I’ve gleaned invaluable insights that have helped shape my approach to hiring and advising clients, some of…
Kelly Biggar
Speed, talent, and turbulence in Asset Finance
In the ever-evolving landscape of asset finance, the need for rapid decision-making has never been more pressing.…
Simon Roderick
Strategies for first-time managers and boutique firms in raising capital: What are the key factors for effective fundraising?
Embarking on the journey of raising capital as a first-time manager or boutique firm presents both opportunities and challenges.…
Chloe Tillman
The perennial challenges of leading a DFM business
We’ve met a lot of CEOs and management teams, and while the macro events may differ, the challenges at DFM…
Simon Roderick
Financial Services in 2024 – Market Update Jan 24
For many, 2023 is a year to forget. There certainly seems to be more optimism within the financial services industry…
Simon Roderick
Sales & Marketing practice – 2024 market update
Chloe Tillman takes a look at what 2024 might look like for Sales & Marketing in financial services. We find…
Chloe Tillman
Strategic Planning in the Boardroom: A Wealth Management perspective
No business plans to fail but many businesses fail to plan. Our Industry Advisor James Fleming discusses strategic planning in…
James Fleming
Navigating change: Auditing your Asset Management sales and distribution team amidst shifting market dynamics
A comprehensive sales audit should examine the backbone of operations, looking closely at Requests for Proposals (RFPs) and how the…
Chloe Tillman
End of Year Review – Financial Services Recruitment
This is my last newsletter of 2023. It’s been a tough year, but I’m also proud of what the team…
Simon Roderick
Good news for financial services recruitment, but we keep it brief – Market Update Nov 23
There are some pockets of hiring, but in my newsletters, we like to keep the positivity to a minimum –…