Helping you to build and grow your business


“And it occurred to me that there is no such thing as blogging. Blogging is just writing - writing using a particularly efficient type of publishing technology.”

Simon Dumenco

Blog

RDR

Communicating RDR to your clients April 27th

PanaceaIFA are hosting an event for advisers on May 23rd, ‘You’ve got the exams, changed the business model. Surely something’s missing?’. They have a number of excellent speakers lined up, so we thought we’d share the event with you on our blog.

They are offering the free question time event to advisers who need help with:

  • Communicating forthcoming RDR changes to their clients
  • Providing clarity over the costs of advice pre RDR to counter post RDR objections

The question time will be held at Schroders head offices in London and hosted by Derek Bradley, CEO PanaceaIFA, who will be joined by a panel of industry experts, which will include:

Following the Q&A session a summary will be sent to the FSA in the hope that this can help any communication strategy they may be planning going forward.

Spaces are limited and will be allocated on a first come, first served basis, so register today! To register, or for more information, please get in touch with them directly.

| Share
Value Proposition

On May 24th we are hosting a 2 Day Value Proposition Workshop April 17th

We will teach you how to create a value proposition that captures the true essence of what you do, a service offering your clients genuinely value AND are prepared to pay for.

The 2 Day Value Proposition workshops we launched before the summer have been so successful that we’ve released another date – May 24th in London. Attendee feedback has been excellent, with 100% of attendees indicating they would like to attend our workshops in the future.

Is our workshop right for you?

  • Do you struggle to articulate the features, benefits and value a client will derive from working with you? Are you:
  • Concerned about how to justify your fees?
  • Struggling to deliver a consistent message across your entire business?
  • Unsure how to package and present your offering to generate a steady stream of new business?
  • In the process of redefining your proposition but can’t find the words or best format to present it in?
  • Dealing with a large legacy book you’re earning little or no revenue from, with many clients actually costing you money to service?
  • Looking to build recurring revenue and improve the predictability of your earnings?
  • Wanting to grow your business, but don’t know how?

You’re not alone in facing these challenges. We’ve worked with planners and advisers across the UK and have seen them struggle with these very same issues.

If you want help to create a clear and concise value proposition to get the results you really want for your business, attend our seminar on May 24th. For more information, or to register to attend, click here.

 

| Share
Boodles Transformation

The transformation of an iconic brand March 28th

Last Thursday we attended an event at the stunning Boodles store in the The Savoy Hotel, hosted by Brook-Dobson Brear. We were inspired by Michael Wainwright, Director of the British jewellery store previously known as ‘Boodle and Dunthorne’.

Michael spoke about the transformation of their business and how they have reinvented their brand. We thought it was a great story of the journey of a business, very similar to the transformation our adviser clients have gone through in the lead up to RDR, so we’ve decided to share it with you on our blog. Read the rest of this entry »

| Share
Accredited Financial Planning Firms

VIDEO: How to stand out from the crowd March 23rd

Yesterday Abbie participated in the Institute of Financial Planning’s first Accredited Financial Planning Firms™ Annual Conference. The event – aptly named ‘Leading from the front’ – provided an opportunity for accredited firms to share ideas and network with some of the best minds in the profession.

Read the rest of this entry »

| Share
IFA Unsung Hero

PanaceaIFA Unsung Hero Award March 16th

We have just heard about this great campaign by PanaceaIFA.

They are currently on the hunt for an IFA unsung hero, looking for those who go above and beyond the call of duty. We thought we would share an outline of the campaign with you on our blog.

Read the rest of this entry »

| Share
Website Masterclass

Save time and money creating your new website March 2nd

On March 15th we are hosting a 1 Day Website Masterclass in London. We will teach you how to save time and money creating a site that accurately reflects your value proposition and sells your services for you.

Do you want a website you can feel proud of? A site that captures your value proposition (the features, benefits, and true essence of what you do) and resonates with clients and prospects – without costing the earth?

Read the rest of this entry »

| Share
Excellent Feedback

Excellent feedback from the IFP February 9th

Earlier this week Abbie spoke at the Institute of Financial Planning (IFP) branch meeting in London on defining your client, defining your proposition.

We’ve just received the feedback scores and want to share them with you on our blog.

Read the rest of this entry »

| Share
Branching out

A Business Innovation Event in Belfast February 7th

On March 7th, 2012 we’re presenting our next 2 Day Value Proposition Workshop. This time we’re packing our bags and travelling to Belfast to show financial planners how a clearly defined Value Proposition can transform their business.
Read the rest of this entry »

| Share
Make 2012 your best year yet

Achieve your New Year’s resolution: transform your business. Attend our 2 Day Value Proposition Workshop January 4th

New year, new start! We’re hosting a workshop where we will teach you how to create a value proposition that captures the true essence of what you do, a service offering your clients genuinely value AND are prepared to pay for. Read the rest of this entry »

| Share
Festive Greetings from A Business Innovation

Festive greetings from A Business Innovation December 16th

We would like to take this opportunity to wish our clients, strategic partners and colleagues a very Merry Christmas from the entire team here at A Business Innovation. We truly hope that you and your family have a wonderful festive break, followed by a healthy and prosperous 2012. Read the rest of this entry »

| Share
Giving Back

Adding Philanthropy Planning to your offering November 17th

Last night our clients joined us at the trendy Hoxton Hotel in Shoreditch for drinks and an informal presentation on philanthropy planning.

Randi Weaver from Good Giving Limited facilitated a round table discussion, providing insight into charitable giving and answers to questions such as why, when and what people give. Read the rest of this entry »

| Share
Create More Value

On November 29th we are hosting a 2 Day Value Proposition Workshop November 7th

We will teach you how to create a value proposition that captures the true essence of what you do, a service offering your clients genuinely value AND are prepared to pay for.

The 2 Day Value Proposition workshops we launched before the summer have been so successful that we’ve released another date – November 29th in London. Attendee feedback has been excellent, with 100% of attendees indicating they would like to attend our workshops in the future. Read the rest of this entry »

| Share
Source: flickr cjmellows

Event: Philanthropy Planning November 2nd

Here at A Business Innovation we are always looking for ways we can add value to our clients’ businesses.

Over the last twelve months we have become aware of the increasing appetite for charitable giving. To help our clients understand the options available and how best to provide guidance and advice, we are hosting an event on November 16th at 5.30 pm at The Hoxton Hotel in London. Read the rest of this entry »

| Share
Source: flickr - wongyangyong

Abbie Tanner features in New Model Adviser October 19th

We were delighted to hear that our very own Abbie Tanner, Director of A Business Innovation, was featured in New Model Adviser today.

Read the rest of this entry »

| Share
Now Hiring

A Business Innovation is now hiring! September 30th

Are you an enthusiastic, passionate, junior marketing professional? Do want the opportunity to work with a small, dynamic team focused on delivering a full spectrum of marketing activities for our Financial Adviser clients? Read the rest of this entry »

| Share
Value Proposition Workshop

5 FREE tickets to our next 2 Day Value Proposition Workshop September 14th

Back to school this week and time to refocus on your business. Why not invest two days to learn how you can take your business to the next level? Join us at our next 2 Day Value Proposition Workshop – FREE of charge (but only if you act quickly!). Read the rest of this entry »

| Share

On September 22nd we are hosting a 2 Day Value Proposition Workshop August 1st

We will teach you how to create a value proposition that captures the true essence of what you do, a service offering your clients genuinely value AND are prepared to pay for.

Based on the success of our recent 2 Day Value Proposition workshops, we’ve released another date - September 22nd in London. So far, the feedback from our events has been excellent, with 100% of attendees indicating they will be attending our events in the future. Read the rest of this entry »

| Share
Business Innovation Academy

Launch of 2 Day Value Proposition Workshop (with photos) July 13th

On July 7th we hosted our first 2 Day Value Proposition Workshop in the newly refurbished boardroom of Home House private members club in Mayfair. Read the rest of this entry »

| Share
Planning for the future

How to evaluate an outsource partner June 24th

In financial and other professional services there is an increasing trend towards outsourcing. Everything from compliance, to administration, IT, investment management, paraplanning and, more recently, marketing. Outsourcing enables a business to focus internal resources on the activities they do best, removing distractions associated with looking after non-core activities and helping to reduce or more effectively manage costs.

Read the rest of this entry »

| Share
Outsource or Academy?

Outsource or Academy? June 13th

Which one is right for you in your business?

A traditional marketing consultancy will provide advice and input into your strategy, and then help you to define a plan for your business, leaving you to execute the plan leveraging your own resources. A Business Innovation takes this model one step further – we not only define but implement your strategy and manage your activity on an ongoing basis.

Read the rest of this entry »

| Share

On July 7th we are hosting a 2 Day Value Proposition Workshop June 7th

We will teach you how to create a value proposition that captures the true essence of what you do, a service offering your clients genuinely value and are prepared to pay for.

Read the rest of this entry »

| Share
Tips for launching your new value proposition

Tips for launching your new value proposition June 2nd

Have you created a client value proposition and now need to launch it within your business? In this post we’ll share ideas for successfully launching your new offering.

When you’ve finalised the content and core messaging for your value proposition, turn it into a ‘storyboard’ to form the basis of all presentations, website copy, brochures and regular communications. It must become the foundation for all marketing and communications.

Read the rest of this entry »

| Share
Steps for creating a powerful value proposition

Steps for creating a powerful value proposition May 26th

When developing your value proposition, you must remember that it’s not all about you. It should focus on the needs of your target client. What are their ambitions, goals and objectives? What keeps them awake at night? How do your services address these needs?

Gather this information by asking those clients who meet your ‘ideal’ client profile. Do this in person or use an online survey tool like SurveyMonkey, SurveyGizmo or Smart-Survey. The best way I’ve seen this work is through a client appreciation event. Invite your clients to lunch or another event and openly ask for their feedback. This is a great way to receive honest advice. Your clients will feel privileged you’ve selected them. Once you’ve created your value proposition, show it to them and again, ask for their feedback.

Read the rest of this entry »

| Share

Lights. Camera. Action! May 10th

In May, the creative hub of A Business Innovation was alight with activity (even more than usual that is). The scurrying bodies were hard at work transforming the top floor of our HQ into a film studio. Why? We were producing the thought-provoking video ‘Are you a farmer, or do you eat what you kill?’

The video questions the UK adviser market and invites viewers to gain the necessary tools to transform their business and survive the impact of the Retail Distribution Review.

Below are a couple of snaps from the day.

Lights. Camera. Action!

| Share
Why should I pay for your advice?

Why should I pay for your advice? May 3rd

Transforming your business, moving away from commission towards charging a fee (or Client Agreed Remuneration) is difficult for any business. Not only must you decide on an appropriate fee level, as well as the best way to administer and collect fees, but most importantly how to justify your new charging structure to existing clients, prospects and professional connections.

Read the rest of this entry »

| Share