We just kicked off day one of Xerocon — the vibe and the atmosphere in Sydney is fantastic! Our leadership team — including new Chief Product Officer, Diya Jolly — shared the latest enhancements to our platform that will help accountants and bookkeepers grow their practice, help their clients succeed, and get the most out of […]
How small businesses are navigating AI
The hype around artificial intelligence (AI) is making small businesses feel that its development and adoption is moving at lightning speed. In fact, our new research shows that 80% of small business owners globally are concerned that the fast pace and nature of AI is leaving regulation in the dust. They told us they want […]
Xero Beautiful Business Fund applications open for small business customers
Today marks day one of Xerocon Sydney and I’m so excited to share more details on a global initiative called the Xero Beautiful Business Fund. Last month on Xero Day, the anniversary of the day where it all started for us 17 years ago, we announced the Xero Beautiful Business Fund as a way to […]
#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro
Welcome back to the 347th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cary Carbonaro. Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Ridgewood, New Jersey, that oversees more than […]
US Roadshow Accelerate: Xero brings the product announcements (and the noise)
This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. Joining us were leaders from Gusto, Poe Group Advisors, and futurist Elatia Abate to highlight how you can tap into the voice of […]
How Niches Improve Advisor Marketing Satisfaction And Efficiency
Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data […]
Weekend Reading For Financial Planners (August 19-20)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g., millionaires), suggesting that […]
Motivational Interviewing Techniques To Help Clients Talk Themselves Into Implementing Advice
Financial advisors create value for clients not only by giving good advice, but also by ensuring that the advice they give is actually implemented. After all, financial planning is worth a lot more to clients when they act on the advisor’s recommendations (and realize the projected outcomes), in contrast to the advisor simply handing clients […]
The importance of community football
When I moved back to Melbourne in 2017 after 15 years living overseas, I joined the Glen Eira football club as a volunteer because it’s a great way to meet people and it’s really rewarding. At the club we live by our motto which is “football for all”. We have wheelchair football, we have all […]
#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick
Welcome back to the 346th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Ludwick. Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. What’s unique about […]