Integrations: let’s play nice
As business owners, we can get precious about our ‘children’, or products.
Latest Posts
Worst thing about fact-finding? You might be surprised…
A motley (although good-looking, so we’re told) crew of former financial advisers,
Thoughts on the Financial Planner Marketing Summit
We’re not long back from the brilliant (and inaugural!) Financial Planner Marketing
How to solve the financial adviser recruitment crisis
How do we get fresh blood into financial services – and particularly
One day you’ll sell your business – that’s when your tech will really count
You will often hear people in adviser technology (like me!) expounding on
Solving those recurring client concerns
If the financial adviser community had to name its influencer de rigueur,
Would you trust your compliance to an app?
Everyone has bits that they like – and don’t like – about
Is artificial intelligence a threat to financial advisers?
The machines are taking over, we are told. Huge advances in artificial
“Secret lives of financial planners” to be showcased in a photo exhibition
“One is a classical singer, another a world-class bodybuilder, still another a
Are financial adviser trade bodies still relevant?
You can please some of the people all of the time, you