Evidence-Based Advisers

We help entrepreneurial financial planners to start and grow successful, client-focused businesses. To work with us, you will need to share our philosophy, which is built on: — doing what’s best for the client at all times, — holistic financial planning, — fair and fixed fees, and — evidence-based investing. Whether you already have a firm of your own, or are looking to start one, here is the support we can offer you: REGULATION & COMPLIANCE — FCA permissions and registrations — Professional indemnity insurance — Compliance oversight and support WEBSITE & EMAIL — Website with hosting — Ongoing website maintenance — Microsoft Exchange email accounts CONTENT, MARKETING & SALES — Regular client education articles — Regular client education videos — Use of educational video archive — Generic SEO-related blogging — Initial local keyword SEO optimisation — High-quality leads via national lead referral website PRACTICE MANAGEMENT — IP on process and procedure (BS/ISO-quality) — Salesforce back-office CRM and client portal (white-labelled) — Voyant interactive planning software (white-labelled) — Client conferencing support — HR support and recruitment services PROFESSIONAL DEVELOPMENT — Membership of the Evidence-Based Advisers network — In-house training on systems and processes — National training events and annual conference For more information, visit evidenceadvisers.co.uk.