Financial advisors who work with couples (or families) may generally find that their clients often require a special set of communication skills not just to avoid moments of alienation but also to help the couple or family experience a sense of unity as they consider their financial goals. Yet, given the current state of evolving […]
Archives for 2021
GDP up but output still below pre-pandemic levels
UK GDP saw modest growth in August with an increase of 0.4% but remains 0.8% below its pre-Coronavirus pandemic level seen of February 2020. GDP growth was also revised for July to a 0.1% fall, where it was previously reported as a 0.1% growth, according to data from the Office for National Statistics (ONS) this […]
GDP up but output still below pre-pandemic levels
UK GDP saw modest growth in August with an increase of 0.4% but remains 0.8% below its pre-Coronavirus pandemic level seen of February 2020. GDP growth was also revised for July to a 0.1% fall, where it was previously reported as a 0.1% growth, according to data from the Office for National Statistics (ONS) this […]
Calling the rockstars of accounting: Xero Awards entries now open for UK, South Africa and Ireland
We are thrilled to announce that entries for the Xero Awards are now open for our UK, Ireland and South Africa accounting, bookkeeping and app partners. The last year has again amplified the important role that our partner community has played. Many of you have been the first line of support for small businesses as […]
What you should know about upcoming changes to super in Australia
This November, the superannuation experience is set to improve for millions of Australians. How? The way you onboard employees and set up their funds will change with super stapling, a government initiative that’s part of the broader Your Future Your Super (YFYS) reforms. This addresses the common problem of holding multiple super accounts and the […]
Buy the dip? Goldman Sachs, JPMorgan at odds with Bank of America and Morgan Stanley on stock risks
Tax hikes turn estate and wealth advisors into ‘triage center’ for the rich
Everything You Need to Know About Invoice Payment Terms (+ 8 Tips)
As a business owner, you likely deal with invoices on a regular basis. Maybe you send them to your customers. Or, maybe you’ve received them in the past for making purchases. Regardless, if you’re planning on invoicing your customers, you need to come up with solid invoice payment terms. What are invoice payment terms? An […]
Planner warns of possible CGT rate hike
A leading Financial Planner has warned that the Chancellor may choose to raise Capital Gains Tax (CGT) rates to align with Income Tax in order to raise cash in his budget to be delivered on 27 October. Sean McCann, Chartered Financial Planner at NFU Mutual, said that after hiking National Insurance contributions last month the […]
#FA Success Ep 250: Connecting Better With Prospects By Sharing Stories Instead Of Expertise, With Dierdre Van Nest
Welcome back to the 250th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Deirdre Van Nest. Deirdre is the founder of Crazy Good Talks, a communication coaching firm that helps financial advisors be better communicators, in both private and public settings, in order to help their clients and prospects actually […]