Financial advice is both art and science. We take care of the science and automation so you can focus on the art of advice.
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Andre Costa
Re-keying client data can often be one of the most dreaded tasks for a financial adviser. Spending hours, if not days, gathering and inputting information into one system, only to repeat the task every time you switch to using a third party – whether it be for online payments, risk profiling or cashflow modelling – […]
Maria Marques
Before smartphones or computers, people pretty much got their news and views from TV, radio or in newspapers. While those media still exist, things have clearly got way more complex in this more advanced, digital era. Companies increasingly need to serve their audiences in a whole array of ways in order to build brand recognition. […]
José Supico
Technology, for all its critics, has raised the bar in our everyday lives. We order Christmas presents on Amazon, we book an Uber at the end of the staff party and we watch Netflix on our Apple Macs. We want everything here and now, if not sooner. Including financial advice. So, are Millennials who get […]
Rita Santos
As a financial adviser, you know that if you want to reach a broader audience or even grab the attention of the next generation of clients, the place to be is online. While social media is a great tool to generate awareness for your business and engage with clients, creating a content marketing plan can […]
Maria Marques
Online professional networks can be rich in tips and information that can help us run our businesses. Websites like LinkedIn offer invaluable peer-to-peer resources on personal development, marketing, finance, HR and much more. And, let’s face it, sometimes those communities are just a good place to have a moan about the world with like-minded professionals. […]
Andre Costa
A client adviser relationship always starts with a signature. Building and maintaining that relationship may take years afterwards and it’s key to the success of the adviser’s business as well as their reputation. But that challenging and rewarding process needs a name on the dotted line. And for the client, signing that agreement, which is […]
Rita Santos
We all know social media gives us access to a vast audience at our fingertips. As a financial adviser, you might use the medium to be closer to your clients and connect with them using tools they’re familiar with. However, in such a regulated industry, finding the balance between showcasing your business’ human side while […]
Andre Costa
It’s 4pm, and your staff are shifting around in their seats. If it turns out they are simply worried about how late they can leave before getting stuck in traffic, or crammed into public transport, it might be time to consider flexible working. Freedom outside the office There are many terms that fit under this […]
Maria Marques
If you’re one of our clients I’m sure you’ve heard us talk about our online community — a digital space hosted by financial planners for financial planners. But if you haven’t heard of it before, there’s a good reason. For the past five months since we launched this community, Thinkpod has sort of been our tiny secret we only share […]
Maria Marques
Retaining clients is the most important thing an adviser can focus on, because without clients there is no business. It sounds obvious, but then again advisers and staff can spend so much time on paperwork and the small print that they risk losing focus on the larger picture – demonstrating consistent value to clients and […]
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