Latest News - Mark Rogers
Mark Rogers: why I sold my firm to Succession
Mark Rogers explains why he sold his advice firm to consolidator Succession.By Mark Rogers - 17 October 2016, 15:58
Referrals and rewards: how clients can market your firm
Advice firms that give a great service will be repaid with free marketing as clients’ lightbulb moments inspire them to broadcast their experience to people they know.
Workplace woes: why auto-enrolment advice may not pay
Provider U-turns, employers' reluctance to pay out and compliance complications have all dogged auto-enrolment experience says adviser Mark Rogers.
Why compliance holds the key to auto-enrolment success
Auto-enrolment could present financial services with another pensions mis-selling scandal unless the advice opportunity is approached in the right way, says Mark Rogers of Clay Rogers and Partners. Click here to read how Clay Rogers has approached corporate advice.
The Accumulator: Rogers sides with SSAS strategies
Mark Rogers of Clay Rogers & Partners is increasingly using SSASs for the loanback benefits they offer his business-owner clients.
Adviser Insight: How the new model team works
The new model team has four vital components that must work together to manage client relationships successfully and efficiently, says Mark Rogers of Clay Rogers & Partners.