Head of Marketing at Advicefront
Maria Marques
If the financial adviser community had to name its influencer de rigueur, it would probably be Chris Budd. Budd’s commentary on all things pertaining to ‘Financial Wellbeing’ (‘The Financial Wellbeing Book’ is the title of one of his books), humorous Twitter quips and business process improvement nous make him a viable candidate. Budd posed a […]
Maria Marques
“One is a classical singer, another a world-class bodybuilder, still another a novelist. There is a Balearic Island DJ, a campaigner against domestic abuse and one even ran for days through the Moroccan desert. Followers of this blog will know that these are the stars of our #AdviserStories project, which tells of the inspiring ways […]
Maria Marques
Amyr Rocha-Lima grew up under the vast blue skies of the Brazilian Midwest. His childhood hero was a farmer, a formidable and fearless man who taught Amyr not only about nature and his surroundings but about how to live a good life. That man was his grandfather. As an adult, Amyr moved to London and […]
Maria Marques
They’re more grating than great. We asked advisers what the financial expressions and sayings are that really get all up in their grills (sorry – rubbish phrase!). We expected a few gentle grumbles about “vertical Integration” or “value chains” but – oh my! – I think we ruffled some feathers, disturbed a hornet’s nest, upset […]
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 […]
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. […]
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. […]
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 […]
Maria Marques
Robo-advice, or the process by which investment solutions are produced through algorithms, has split the adviser community for years now. Human vs. robo has formed the basis of hundreds of debates about the future of advice, with advisers quite rightfully lamenting the death of the human touch. But embracing technology is not an all or […]
