<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>