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<br /> JUNE 2013<br /> Time4Business Magazine<br /> THE T4B<br /> INTERVIEW<br /> The ins and outs of<br /> investment outsourcing<br /> with 7IM’s Tom Sheridan<br /> and Justin Urquhart Stewart<br /> T4B FOCUS<br /> Website building<br /> 14 pages of tips and advice<br /> including a step-by-step guide<br /> Brett Davidson<br /> How to avoid first<br /> meeting mistakes<br /> – Part II<br /> Microsoft<br /> Use your software<br /> to create client time<br /> over admin time<br /> Kim North<br /> Delivering in<br /> the online<br /> advice market<br /> Business planning<br /> Building value<br /> into an adviser<br /> proposition<br /> <br /> PLUS: • Quick Tips • Inspired Thinking • Upcoming Events<br /> 2<br /> CONTENTS<br /> CLICK ANY FEATURE OR PHOTO IN THIS<br /> CONTENTS PAGE TO GO STRAIGHT TO THE<br /> RELEVANT ARTICLE<br /> Regulars<br /> 4 Editorial & Guest column<br /> 5 Inspiration<br /> 7 Quick Tips: Topical insights<br /> and practi<a title="T4B June 2013 page 1" href="http://viewer.zmags.com/publication/378b916c?page=1"> JUNE 2013 Time4Business Magazine </a> <a title="T4B June 2013 page 2" href="http://viewer.zmags.com/publication/378b916c?page=2"> 2 CONTENTS CLICK ANY FEATURE </a> <a title="T4B June 2013 page 3" href="http://viewer.zmags.com/publication/378b916c?page=3"> 3 17 Interview In our second interview with Kim N</a> <a title="T4B June 2013 page 4" href="http://viewer.zmags.com/publication/378b916c?page=4"> 4 COMMENT </a> <a title="T4B June 2013 page 5" href="http://viewer.zmags.com/publication/378b916c?page=5"> 5 INSPIRATION Cass Masters class in Wealth Man</a> <a title="T4B June 2013 page 6" href="http://viewer.zmags.com/publication/378b916c?page=6"> WEALTH </a> <a title="T4B June 2013 page 7" href="http://viewer.zmags.com/publication/378b916c?page=7"> 7 QUICK TIPS T4B asks industry professionals to</a> <a title="T4B June 2013 page 8" href="http://viewer.zmags.com/publication/378b916c?page=8"> 8 THE T4B INTERVIEW For this issue’s T4B Inter</a> <a title="T4B June 2013 page 9" href="http://viewer.zmags.com/publication/378b916c?page=9"> 9 and the ultimate decision on which provider(s)</a> <a title="T4B June 2013 page 10" href="http://viewer.zmags.com/publication/378b916c?page=10"> 10 THE T4B INTERVIEW created is a group </a> <a title="T4B June 2013 page 11" href="http://viewer.zmags.com/publication/378b916c?page=11"> 11 CLIENT RELATIONSHIP MANAGEMENT (CRM) Underst</a> <a title="T4B June 2013 page 12" href="http://viewer.zmags.com/publication/378b916c?page=12"> 12 CLIENT RELATIONSHIP MANAGEMENT (CRM) </a> <a title="T4B June 2013 page 13" href="http://viewer.zmags.com/publication/378b916c?page=13"> An amazing client relationship management system </a> <a title="T4B June 2013 page 14" href="http://viewer.zmags.com/publication/378b916c?page=14"> 14 CLIENT MEETINGS In the second article f</a> <a title="T4B June 2013 page 15" href="http://viewer.zmags.com/publication/378b916c?page=15"> 15 retirement number. Once we know that we can wo</a> <a title="T4B June 2013 page 16" href="http://viewer.zmags.com/publication/378b916c?page=16"> 16 TECHNOLOGY Emails are surprisingly vulnerabl</a> <a title="T4B June 2013 page 17" href="http://viewer.zmags.com/publication/378b916c?page=17"> 17 INTERVIEW In our second interview with Kim N</a> <a title="T4B June 2013 page 18" href="http://viewer.zmags.com/publication/378b916c?page=18"> 18 BUSINESS PRACTICE RDR, TCF, it’s all ab</a> <a title="T4B June 2013 page 19" href="http://viewer.zmags.com/publication/378b916c?page=19"> 19 There should be no major surprises in this </a> <a title="T4B June 2013 page 20" href="http://viewer.zmags.com/publication/378b916c?page=20"> 20 EVENTS T4B highlights some of the business-r</a> <a title="T4B June 2013 page 21" href="http://viewer.zmags.com/publication/378b916c?page=21"> F WEBSITE BUILDING OCUS V EL na S c -VI INTER</a> <a title="T4B June 2013 page 22" href="http://viewer.zmags.com/publication/378b916c?page=22"> Helping you to help your clients Experience the </a> <a title="T4B June 2013 page 23" href="http://viewer.zmags.com/publication/378b916c?page=23"> III T4B WEBSITE FOCUS: EDITORIAL </a> <a title="T4B June 2013 page 24" href="http://viewer.zmags.com/publication/378b916c?page=24"> IV T4B WEBSITE FOCUS: INTERVIEW Keren Lerner ru</a> <a title="T4B June 2013 page 25" href="http://viewer.zmags.com/publication/378b916c?page=25"> V post in them and no content plan, or links to </a> <a title="T4B June 2013 page 26" href="http://viewer.zmags.com/publication/378b916c?page=26"> VI T4B WEBSITE FOCUS: INTERVIEW clients you ar</a> <a title="T4B June 2013 page 27" href="http://viewer.zmags.com/publication/378b916c?page=27"> design that makes a difference to your profile an</a> <a title="T4B June 2013 page 28" href="http://viewer.zmags.com/publication/378b916c?page=28"> VIII T4B WEBSITE FOCUS: CASE STUDY Partners Wea</a> <a title="T4B June 2013 page 29" href="http://viewer.zmags.com/publication/378b916c?page=29"> IX arily advising partners in law firms. d to Rob</a> <a title="T4B June 2013 page 30" href="http://viewer.zmags.com/publication/378b916c?page=30"> VXI T4B WEBSITE FOCUS: CASE STUDY with t</a> <a title="T4B June 2013 page 31" href="http://viewer.zmags.com/publication/378b916c?page=31"> XI T4B WEBSITE FOCUS: DESIGN GUIDE T4B asked we</a> <a title="T4B June 2013 page 32" href="http://viewer.zmags.com/publication/378b916c?page=32"> VXII T4B WEBSITE FOCUS: DESIGN GUIDE pur</a> <a title="T4B June 2013 page 33" href="http://viewer.zmags.com/publication/378b916c?page=33"> XIII And should focus on what’s most important to</a> <a title="T4B June 2013 page 34" href="http://viewer.zmags.com/publication/378b916c?page=34"> VXIV T4B FOCUS: DESIGN GUIDE combined s</a>