Welcome back to the 272nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kate Guillen. Kate is the founder of Simplicity Operations Management, a consulting firm based in San Diego, California, that specializes in helping advisory firms get the most out of their CRM systems and streamline their internal operations […]
Archives for March 2022
Edward Jones to hire 1,500 financial advisors after headcount fell in 2021
Not All Equity Owners Will Act Like Owners: 3 Pathways To Create Psychological Ownership
When financial advisors help clients with issues related to ‘ownership’, most often it is in the context of the portion of company shares that the client may own, which gives them certain financial and voting rights. But the concept of ownership is not limited to its physical and legal aspects; there is also a psychological […]
Planners on the impact of Russia’s Ukraine invasion
Financial Planning firms have yet to see much impact from Russia’s invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners. The Coronavirus pandemic helped prepare clients to brace themselves for the impact of unexpected events such as the Russia’s invasion of Ukraine, according to leading Financial Planners. While Financial Planners […]
Basic SEO checklist for dummies
After creating a website for your business and setting up a blog and social media presence, many think they are ‘done’. People will just magically find them online. No, my dear naive friend. Not so fast! If you want people to find you online, you’re going to have to get your head around SEO. No […]
Citi’s digital-assets group co-heads depart to start new venture
Suspended brokerage got $600K in ‘secret’ commissions: FINRA
Stay Compliant with an Employment Contract Tool
We often get asked to help with an employment contract for new team members. This is quite a complex area and a little outside our scope of expertise. However, the Australian Government has a tool that allows you to build your own employment contract, that’s compliant with Australia’s Fair Work System, and that’s tailored […]
Weekend Reading for Financial Planners (Mar 12-13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of President Biden’s executive order creating a “Whole-of-Government” policy on digital assets, which (despite its high ambitions for protecting investors, the financial system, and national security) contains few specifics other than setting high-level objectives and ordering […]
Weekend Reading for Financial Planners (Mar 12-13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of President Biden’s executive order creating a “Whole-of-Government” policy on digital assets, which (despite its high ambitions for protecting investors, the financial system, and national security) contains few specifics other than setting high-level objectives and ordering […]