Andre Costa
You will often hear people in adviser technology (like me!) expounding on the efficiencies and consistencies that good software can usher into a financial planning business. It can take care of all the boring and time-consuming admin and regulatory tasks that prevent you and your colleagues spending quality time with clients. But there is another […]
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 […]
José Supico
Last summer, financial planner Pete Matthew took to Twitter to ask a fascinating question: “Why is there no fluid, extensible, mobile-friendly, connected client fact-find app in the UK financial services space?” At the time, it struck me as coming from a place partly of bemusement and partly of frustration. Pete reminded me that advisers must […]
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 […]
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 […]
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 […]
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
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 […]
