Intelligence Plus

Practice Intelligence

We recognise that a significant part of becoming a successful adviser requires the knowledge to grow your business.

Under Practice Intelligence we bring to you the work of Invesco Global Consulting, the industry's largest communication and consulting firm, who share the secrets behind maintaining a healthy, growing advisory business, backed by the research of Maslansky + Partners.

Explore the modules below and earn structured CPD, accredited by CISI.

Gary Demoss

Preferrals

Client referrals are the greatest source of new business for financial advice firms, but it can feel like an awkward thing to ask for. This module will give you practical, low-risk methods to gain more referrals.

Brett van Bortel

Golden hour

While many financial advice firms focus on client acquisition, it’s important not to let client retention take a back seat. This module discusses how to avoid client loss by identifying those most valuable and attending to them in their hour of need: the ‘golden hour’.