Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. When encountering this resistance, the advisor has a choice to make: either to alter their recommendation to make it more acceptable to the client’s way of thinking, or to dig in and attempt to change the client’s mind […]
Archives for 2022
Meeting younger investors where they are: Why gamification and TikTok are part of the strategy
Chancellor Sunak quits in shock resignation
Chancellor Rishi Sunak and health secretary Sajid Javid, a former Chancellor, sensationally quit the government today in a shock dual resignation. Both said they could no longer support the current government. No 10 has recently been hit by a number of damaging issues including the ‘partygate’ fines and, more recently, accusations about the behaviour of […]
4 Proven Tips to Boost Your Upfront Payment Success Rate Now
Nearly three-quarters of business owners are dealing with rising costs of supplies. To help you pay for higher-than-normal supply prices, you might need to use credit for projects until you get paid. One alternative to racking up liabilities? You can ask customers for an upfront payment. Read on to learn: What is an upfront payment? […]
FCA hires 6 new directors and 500 staff
The Financial Conduct Authority has appointed six new senior directors and added 500 new staff since the beginning of the year. The news comes as the Unite trade union, currently involved in a dispute with the FCA, has claimed that 1,000 staff have left the FCA since Nikhil Rathi took over as CEO in […]
#FA Success Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor, With Patrick Kilbane
Welcome back to the 288th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client […]
Winning and keeping lifelong client friendships
Customer loyalty is critical to most small businesses. We all know it’s far more costly to attract new clients than to hold onto an existing one. But did you also know that you only have to increase your retention rates by 5% to boost your profits by 95%? Accredited Reckon partner and business owner, Sylvia […]
Winning and keeping lifelong client friendships
Customer loyalty is critical to most small businesses. We all know it’s far more costly to attract new clients than to hold onto an existing one. But did you also know that you only have to increase your retention rates by 5% to boost your profits by 95%? Accredited Reckon partner and business owner, Sylvia […]
Barclays UK CEO to chair MAPS advisory group
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role. The Advisory Group was established in May 2020 and ensures that MAPS – the government-backed personal finance guidance body – […]
Barclays UK CEO to chair MAPS advisory group
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role. The Advisory Group was established in May 2020 and ensures that MAPS – the government-backed personal finance guidance body – […]