Welcome back to the 353rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brett Danko. Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, […]
Archives for 2023
How beating the digital drag can help fuel your small business growth
From your local plumber and barber, to your favourite cafe, these small businesses sit at the heart of our communities. They are the ones driving jobs, economic growth and a place for people to come together. These smallest businesses — those employing up to nine people — make up 15% of the UK’s turnover, and […]
Xero UK Roadshow 2023: Bringing practice efficiency to you
We’re excited to be coming to a city near you with the Xero UK Roadshow, bringing you the latest updates in Xero. From fresh features to the latest industry trends, there’s so much on offer to help you run your practice more efficiently so you can do more of the things that really matter. We’ll […]
What advice does a seasoned bookkeeper give to tradies?
Mary Hennessy has operated her own bookkeeping business for over 24 years. Helping a variety of business types, with a strong focus on tradies, we were interested in Mary’s career trajectory and the advice she gives to her clients. We sat down for a chat with Mary just last week… How did you first get […]
For investors, government shutdowns are losing their shock value
Over the weekend, Congress approached and then retreated from fiscal armageddon. Wall Street’s response: Whatever.
8 Questions To Ask Before Buying Life Insurance
Picking out a life insurance policy can be confusing and intimidating; ask yourself these questions to help you make the right choices.
Hurst Point completes Helm Godfrey takeover
City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by Private equity-backed wealth manager Hurst Point Group for an undisclosed amount. The deal was announced in May and has now achieved regulatory approval. Helm Godfrey has 65 employees and has around £1bn in AUA and around £0.45bn of AUM. Its […]
The Latest In Financial #AdvisorTech (October 2023)
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that custodial platform Altruist is eliminating the $1 […]
How to think like a cyber criminal to protect your business
Over the last 12 months, millions of customers around the world have been impacted by some of the biggest data breaches in history. As a small business or advisor working with sensitive personal and financial information every day, the stakes are high. If your business or practice experienced a data breach, it could have a […]
Xerocon 2023 Wrap-up in 2 Minutes
Xerocon Sydney 2023 – the learning, the connections, the parties …You can check out my full wrap up blog below. Be warned, it’s quite a read so settle in with a cuppa. Here’s the 2 minute summary.Learning and innovation: Xerocon is presented as a hub of knowledge and learning opportunities. The event featured sessions led […]