Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool. The tool helps Financial Planners deliver a “complete advice journey” to their clients. The EVPro tool is made up of fiver integrated modules which allow Financial Planners to assess, build, stress-test, review and solve their clients’ financial plans within one solution. […]
Archives for January 2022
How to embrace change – a business guide
It’s not a controversial thing to say that a lot has changed in a short amount of time. While some businesses have failed, many endured and others flourished, what can you say about your business’s ability to endure change and emerge cash positive? Do you wish your business to remain agile, profitable, and relevant into […]
3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!)
As increasing numbers of new financial advisors enter the industry through support roles (e.g., analysts, paraplanners, and associate advisors), many newer advisors today spend much of their time on ‘back-end’ tasks like data input and analysis rather than meeting with clients (which is reserved for more-experienced lead advisors). Which means that, while many newer advisors […]
2 in 3 savers concerned about rising inflation
Two thirds (64%) of savers are concerned about the impact that inflation will have on their personal finances, according to a new report. This rose to 70% for those aged 43 to 56. A quarter (24%) of 2,000 adults surveyed by Opinium in December 2021 said they are very concerned about the financial challenges they […]
The importance of business systems and processes
Many entrepreneurs operate with their business systems and processes in their heads. They know what they need to do each day and the way they want to get things done. Unfortunately when a business grows and staff need to be hired – or the owner needs to take time away from the business – it’s […]
Why Is Bookkeeping Important for Small Business?
Small business owners have a lot on their plates. That’s why it can be a little scary to realize that bookkeeping is yet another task you have to complete to keep your business running. After all, why can’t you skip it altogether and pass it on to an accountant? Well, there are a few reasons […]
This pandemic tax filing season is “dumpster fire 2.0”
#FA Success Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO, With Joyce Franklin
Welcome back to the 263rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Joyce Franklin. Joyce is the founder of JL Franklin Wealth Planning, an independent RIA based in the San Francisco Bay Area that oversees about $200 million of assets for 40 client families. What’s unique about Joyce, though, […]
Rathbones FUMA rises 25%
Investment management and Financial Planning group Rathbones has increased funds under management and administration (FUMA) by 25%, according to the first trading update since the completion of its acquisition of Saunderson House. FUMA were £68.2bn at 31 December. This compared to £54.7bn at 31 December 2020. Rathbones acquired Financial Planner Saunderson House for £150m in […]
Four Financial Advisor Trends Reshaping #AdvisorTech
Despite the reality that change is inevitable, it’s remarkably difficult to identify in real-time which new innovations will stick around and change the world, and which will never manage to gain traction (or turn into a fad that is quickly adopted but just as quickly forgotten). In some cases, the reality is that the idea […]