Within pockets of the industry “financial coaching” is seen as the future of wealth management and one in many ways…
Essential Skills VCs Seek in Investment Managers
We were very busy in 2022 helping firms hire Investment Managers and Directors. It’s always been a desirable career, but…
Simon Roderick
Market update – June 23
I’ve alluded to it in the odd post, but now I need to say it out loud. The UK is…
Simon Roderick
Enhancing Success: The Power of an Ongoing Talent Acquisition Strategy for Service-Based Firms
In order to secure the best candidates, who can drive their organisations forward, financial services leaders must embrace an ongoing…
Simon Roderick
Selling your wealth management or IFA business?
Over the years, we’ve seen a trend of firms moving away from hiring advisers with books of business to firms…
Kelly Biggar
The Power of Content Marketing
Content marketing offers a powerful and effective approach to engage, educate, and inspire target audiences.…
Chloe Tillman
The Power of Face-to-Face Meetings
In an increasingly digital world, where virtual meetings have become the norm, there’s still immense value in the power of…
Chloe Tillman
Succession Planning and Wealth Transfer insights for UHNW clients and advisers – and wealth managers
Simon Roderick and Kelly Biggar of Fram Search were delighted to be joined by James Fleming to discuss Succession Planning…
Fram Search
Effective B2B sales techniques in Financial Services
In the dynamic and competitive world of sales, staying ahead of the curve and abreast of processes is crucial for…
Chloe Tillman
The Changing Landscape of Asset Management Distribution
Over time, businesses have begun looking at new methods of distribution, including embracing the digital revolution.…
Chloe Tillman
Adopting Consumer Goods’ Digital Marketing Strategies for Financial Services
By borrowing successful digital marketing strategies from consumer goods firms, or other industries, financial services firms can enhance their online…
Chloe Tillman
The Transformative Potential of Artificial Intelligence in Fintech
AI stands out as a game-changer for the financial services landscape. Its ability to automate complex processes, make data-driven decisions,…