Your accounting software is perhaps more useful than you may believe. We all know you can use it to: prepare for EOFY pay your staff and manage leave and super automatically calculate GST run P&L and cash flow reports to ascertain your financial position get paid by processing online invoicing ButUsing accounting software to know […]
Archives for March 2022
Ukraine invasion breaks supply chains for key commodities, Moody’s panel says
Business Update – 23 March 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Australia to Produce Its Own mRNA Vaccines Moderna’s Covid-19 vaccines and other mRNA jabs will finally be made in Australia after the government finalised a production deal with the US company. Moderna will […]
Spring Statement: A U-turn on National Insurance?
The £3,000 increase to the National Insurance threshold has been welcomed by many professionals but there is also disappointment that a planned 1.25 % rise in NI has not been scrapped. Several experts were also concerned about the long term impact of the NI change on state pension finances. Overall the Spring Statement received cautious […]
Spring Statement: A U-turn on National Insurance?
The £3,000 increase to the National Insurance threshold has been welcomed by many professionals but there is also disappointment that a planned 1.25 % rise in NI has not been scrapped. Several experts were also concerned about the long term impact of the NI change on state pension finances. Overall the Spring Statement received cautious […]
The 30-Minute Prospect Meeting: A Framework And Agenda That Convert By Focusing On The Prospect’s (Immediate) Problem
In recent years, financial advisors have increasingly recognized that making a personal connection with prospective clients early in the process (as soon as the very first introductory meeting) can make it more likely that the prospect will eventually become an engaged, motivated client. And so advisors often get personal with prospects early – in many […]
Here’s How CPAs are Using Modern Tools to Expand Their Services
These solutions help free up forward-thinking CPAs for a broader set of projects.
Assets vs. Liabilities: The Complete Breakdown
If you’re like many business owners, you know that you have to handle certain tasks, like purchasing items, taking on debt, or putting your own money into your business, to get your venture up and running. And when your company processes any type of transaction, whether it’s debt, purchases, etc., you have to record it […]
Amber River acquires £380m Chartered Planner
Private equity-backed Financial Planning firm Amber River has acquired Cheltenham-based Chartered Financial Planning firm HDA for an undisclosed sum. HDA brings a team of four advisers and £380m in assets under influence to Amber River. Amber River was formerly known as Socium Group. Benchmark formerly had a 24% stake in HDA which it purchased in […]
#FA Success Ep 273: Scaling Yourself As An Advisor: Tucking In Or Institutionalizing Your Own IP, With Penny Phillips
Welcome back to the 273rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Penny Phillips. Penny is the president and co-founder of Journey Strategic Wealth, an independent RIA platform for advisors that manages over $3 billion in assets through the firms that they work with to outsource their back-office compliance […]