Head of Marketing at Advicefront
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 […]
Maria Marques
Advicefront is on a mission to eradicate waste, but we need your help! Here’s the problem, we suspect hundreds – if not thousands – of hours are lost every week to admin tasks that should be done automatically, causing misery to advisers and paraplanners everywhere who would much rather be doing something far more valuable with […]
