Welcome back to the 253rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Robyn Crane. Robyn is the founder of her own eponymous consulting firm, which offers sales and marketing coaching services with a focus on female financial advisors. What’s unique about Robyn, though, is her well-defined approach for how […]
Archives for 2021
#FA Success Ep 253: Generating Qualified Leads As A (Female) Advisor By “Cloning” Your Ideal Hypothetical Client, With Robyn Crane
Welcome back to the 253rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Robyn Crane. Robyn is the founder of her own eponymous consulting firm, which offers sales and marketing coaching services with a focus on female financial advisors. What’s unique about Robyn, though, is her well-defined approach for how […]
The Latest In Financial #AdvisorTech (November 2021)
Welcome to the November 2021 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 big news that Schwab is working on its own […]
Research reveals generations split on ESG investing
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today. A third of 18-24s believe they care more about investing in line with ESG principles […]
7 firms join forces to push benefits of digital advice
Seven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice. The Digital Advice Group (DAG) will promote the digital alternatives to traditional face-to-face advice models. The group is comprised of abrdn, Barclays, Hub (Destination Retirement), OpenMoney, Netwealth, Vanguard and Wealth Wizards. According to the group, 59% of […]
Tax-News.com: UK Announces Tax Breaks For Businesses In 2022 Budget
With the UK corporate tax rate set to rise 25 percent from April 2023, the UK Government has announced various tax proposals that are intended to support businesses and the UK economy, in the newly released 2022 Budget.
Raymond James sets recruiting and profit records despite rising costs
Weekend Reading for Financial Planners (Oct 30-31)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a (Twitter-based) breakdown of the final text of President Biden’s latest “Build Back Better” Act, which is perhaps more notable from a financial planning perspective for what parts of the previously proposed tax legislation it doesn’t include (forgoing […]
RBC, Raymond James, LPL, plus annuity growth, Black wealth podcast, ESG guidance and more
Editor’s Column: Inflation threat will destabilise 2022
I suspect more than a few lovers of red wine, myself included, winced when we heard the Chancellor planned to add the best part of 50p to a bottle. I doubt it will hit wine consumption too much but it was one of many twists in a Budget this week that I found more than […]