Xero App Partner Guest Blog, written by Troy Brown, Founder at XBert. It’s been a few months since the world was thrown into crisis. Some businesses have collapsed and suffered, while others have adapted and transformed. One thing is true for all – business will never be the same. Can businesses not only survive this […]
Optimizing Operational Experience To Influence Growth
Executive Summary Growing and improving a financial advisory business is a continuous and iterative process, and in general, firm owners tend to first look for new and better ways to attract and retain clients when taking the next developmental step. However, in order to really capitalize on those efforts, advisors should first ensure that they […]
Weekend Reading for Financial Planners (June 20-21)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that Washington is now seriously considering a potential $1T+ infrastructure bill, as President Trump indicates a trillion dollar proposal will be coming soon and Democrats are drafting their own $1.5T version, in the collective […]
Small businesses: coming back stronger
It’s been around three months since the UK went into lockdown. We’ve all read about the huge impact the pandemic is going to have on our lives in the months and years ahead. As things slowly start to reopen and we continue to adapt it’s important we don’t forget about our wellbeing. We spoke to […]
Consumer and business confidence vital to restore British economy, says RSM partner
Following the Monetary Policy Committee’s meeting on Wednesday, the Bank of England (BoE) announced yesterday that the base interest will be maintained at 0.1 percent and the existing quantitative easing programme of bond-buying will be expanded with an additional £100bn. Simon Hart, partner and head of international at RSM, says the BoE needs to provide […]
The sum of us | Jo Doye and Steve Abbott
During this challenging period, many small business owners and their advisors have never been busier. But while the impact of COVID-19 continues to be felt, the requirements of year end remain. And, now more than ever, it pays to be prepared. As part of our series, ‘The sum of us’, the Xero team is exploring […]
Purchasing System: A Fresh Way to Manage Your Business’s Inventory
As a business owner, you need an efficient way to monitor your inventory and determine how much to buy and when. One way to do this is by utilizing a purchasing system. Read on to learn about purchasing systems and how they work. What is a purchasing system? So, what is a purchasing system exactly? […]
Kitces & Carl Ep 36: Protecting Your Own Self-Confidence As A Financial Advisor
Executive Summary When markets turn volatile and clients get stressed, at best, financial advisors face their own stress in trying to help clients stay the course; at worst, they absorb the ‘blame’ from clients who are unhappy with economic and market outcomes beyond the advisor’s control. And when clients turn negative, it is easy for […]
New features and old favourites: my tips for advisors this EOFY
This is a guest blog written by Kylie Parker, Xero partner and Director at Lotus Accountants I’ve been an accountant through the global financial crisis and the implementation of GST. Put those two things together and multiply them by ten, and that’s what it’s been like these past three months. The level of change and […]
The New Fiduciary-At-All-Times Obligation For CFP Professionals
Executive Summary By definition, “advice” is a recommendation to someone about a prudent course of action to improve their situation or achieve their goals, which by its very nature is delivered by the advice-giver in the interests of the person receiving the advice. As a result, professionals from law to medicine to accounting to investment […]