Welcome back to the 349th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Olivia Luper. Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. What’s unique about Olivia, though, is how […]
The Latest In Financial #AdvisorTech (September 2023)
Welcome to the September 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 WiserAdvisor, one of the longest-running lead generation […]
Weekend Reading For Financial Planners (September 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state’s fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities and Exchange […]
Xero Beautiful Business Fund: How to apply & application tips
The Xero Beautiful Business Fund has officially been open for one week and we’ve received an incredible response so far! We have four funding categories that Xero small business customers can apply to. Whether you’re looking to take the next step in your sustainability journey, seeking to innovate with the latest technological advancements, give back […]
Crafting More Equitable Advisor Non-Solicit Agreements With The ACRES Agreement
Non-compete agreements (where a company prohibits an employee from working for competitors, at least for a certain period of time) are often used to help companies protect their investment in the employee (e.g., the time and money spent training the employee) as well as preventing the employee from taking the company’s best practices to a […]
Artificial intelligence: 8 emerging technologies
The ship has finally landed. Or perhaps it’s actually sailed? Whichever way you see it, 2023 will no doubt be earmarked in the annals of history because we can count ourselves as the first humans to witness the true birth of Artificial Intelligence. Not only has the tech finally matured, but various permutations of its […]
Small business news wrap for August!
No time to read and digest the glut of business news swirling in the online jet stream? Here’s a quick roundup of Australia’s most pressing and interesting business news in August 2023. What does the end of 3G mean for Australian businesses? Not everyone is aware that the 3G network is about to be switched […]
Balancing automation and compliance in expense reporting
This guest blog post was written by the team at financial management app, Expensify. Finding the right balance between automation and compliance in any business process can be challenging. For example, when it comes to managing expenses, manual expense tracking and paper-based processes can lead to errors, delays, and inefficiencies. On the other hand, automating […]
#FA Success Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See, With Jeff Jones
Welcome back to the 348th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jeff Jones. Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. What’s unique about Jeff, […]
TD Ameritrade To Schwab Conversion Tips For Financial Advisors
The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab. And with the final conversion of clients scheduled to take place over the upcoming Labor Day weekend of 2023, the […]