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Guides
Step-by-step guides to getting more from AI in a UK financial advice firm.
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15 articles
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Talk share in client meetings: how to measure and improve it
Talk share in client meetings explained for advisers and supervisors: what it measures, how it should differ by meeting type, what pushes it the wrong way, and practical ways to give the client more of the room.
Annual review meeting agenda: a template and preparation checklist
A practical annual review meeting agenda for advisers: what to prepare beforehand, a sample running order with timings, the questions worth asking and what to record once the client has gone.
Clearing an annual review backlog: a practical catch-up plan
A practical plan for clearing an annual review backlog: size it, triage by risk, record contact attempts, speed up preparation and stop it recurring, with the FCA's ongoing advice findings and CP26/10 proposals.
Scope of work in financial planning: how to write a clear one
How to write a clear scope of work in financial planning: what to include, how to describe the ongoing service and charges under COBS 6.1A, the right to cancel, and a checklist before you send it.
Cash savings advice: why advisers should give cash more attention
Why cash savings advice deserves a place in your service: the FCA's cash findings, Financial Lives figures, Bank Rate, and a practical process for evidencing a savings recommendation.
Explaining charges to clients: growth, contributions and value
A practical guide to explaining charges to clients in annual reviews: separating investment growth from money paid in, showing charges in pounds year on year, and linking it all to the price and value outcome.
Capacity for loss vs attitude to risk: getting the difference right
Capacity for loss and attitude to risk are separate assessments that are often blurred. What FG11/05 and COBS 9A say, the common mistakes, and what CP26/10 proposes for a single attitude to risk concept.
Open questions in client meetings: a practical guide for advisers
A practical guide to open questions in client meetings for financial advisers: question types, examples by topic, talk share and listening, and how to measure your own questioning from recorded meetings.
Cash advice in twenty minutes, with rates checked at the moment you advise
Clients hold large cash balances and rates move often, so an evidenced savings recommendation takes hours and dates quickly. Reckoner builds one in about twenty minutes by our estimate, rates checked live.See it before you decide.
Six apps that take file checks, annual reviews, client documents and meeting coaching off the desk, from £49 per adviser per month. See them run live on a demo firm in a twenty-minute call, with nothing to prepare.