When it comes to pricing their services, most new bookkeepers start off with charging their clients by the hour. I certainly did that in the early days of my bookkeeping business too. But one of the best things that I did to grow my business was to move away from hourly billing to pricing all […]
Archives for July 2022
Women’s pension pots half the size of men’s
Women’s pension pots are half the size of a men’s at the point of retirement, according to a new report. Every single industry in the UK has a gender pensions gap, according to analysis of 4.5m pension savers by Legal & General. On average women’s pension pots were £12,000, in comparison to £26,000 for men. The […]
Kitces & Carl Ep 91: Is It Better To Have Clear Goals Or ‘Just’ A Strong Sense Of Direction?
Financial advisors are often innately inclined to set long-term goals and stay on the course to help their clients achieve their goals, as the advisor understands the bigger picture of having a financial roadmap and its benefits. However, when long-term goals in a financial plan are too rigid, many clients may not be naturally inclined […]
Building and leveraging a trusted support network as a business owner
As a small business owner, it’s exceptionally common to become overwhelmed by the reality of an all-consuming professional life. To combat this stress, it’s important to conjure the ability to build a support network around yourself. Here at Reckon, we recently reached out to some of our customers to get a firmer handle on how […]
Building and leveraging a trusted support network as a business owner
As a small business owner, it’s exceptionally common to become overwhelmed by the reality of an all-consuming professional life. To combat this stress, it’s important to conjure the ability to build a support network around yourself. Here at Reckon, we recently reached out to some of our customers to get a firmer handle on how […]
Ameriprise’s recruiting, flows and cash push up profits 16%
Private equity-backed firm acquires Metis Wealth
Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management. The deal is subject to regulatory approval. Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector. Financial Planner Metis Wealth will become part of […]
Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs. Further, one of the most important qualitative […]
Burnout sweeps through accounting industry causing surge in mistakes on the job
The post Burnout sweeps through accounting industry causing surge in mistakes on the job appeared first on Accountancy Age.
Why is customer service the top priority for any business?
Paying careful attention to your customer service should be at the forefront of every business owner’s mind But why? We chatted to Alex Alexandrou, GM of Reckon, to see why he thinks the customer experience is the top priority for any business, regardless of size. How and when did you first become interested in customer […]