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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José Supico
It’s 2019. There are a few things guaranteed to happen in and around the next 12 months: pledges to lose weight, rising rail fares and a bit of paperwork and/or office spring cleaning. Another sure bet, a little later in the year, is having to pay ever more towards the Financial Services Compensation Scheme (FSCS) […]
Maria Marques
Let’s face it, 2018 was turbulent. With Britain on the verge of leaving the EU and much talk of General Elections and no confidence votes, you could forgive the average investor for feeling a little jittery. We spoke to four big names in the world of financial planning about what they wish for their clients […]
José Supico
Most aspects of modern life are focused on the “I” – whether it’s a star fund manager generating alpha, or a sales person clinching the final deal – and we often ignore all the other important people behind the scenes. In fact, aside from in sport, we rarely celebrate the whole team victory. But a […]
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 […]
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