Welcome back to the 305th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Mindy Crary. Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t […]
Archives for 2022
Finding an Outsourced Accountant: Tips Before You Choose
Traditionally, accounting wasn’t something businesses would outsource – in many manufacturing companies, it still isn’t. However, in the current digital sphere, especially one that focuses heavily on services, there are various ways a business can outsource its accounting operations. Here are some tips that will help you choose an outsourced accountant. In addition, it will […]
What’s next for new invoicing? Here’s a sneak peek
Invoicing is one of the most critical parts of running a business or practice. That’s why we’re committed to providing you with a smart and simple way to create and send an invoice, so you can work more efficiently, get paid on time and give your customers a better experience. We have two invoicing experiences […]
We’re making changes to some fields in our practice tools
From early November 2022, we’ll be updating some fields in Xero Practice Manager (XPM) and Xero HQ. This is all part of our work to provide you with a more unified client record in the future, so you can enjoy a seamless connection between our practice tools. What’s changing in XPM and Xero HQ Over […]
Latest product news — November 2022
Over the past month, we’ve made updates to support the transition to Single Touch Payroll Phase 2 in Australia, improvements to eInvoicing, changes to multi-factor authentication, and more. Read on for more details about these and other product updates in Xero. New features Enjoy more beautiful reports — Global We’ve made a number of enhancements […]
Does the 4% rule still make sense for retirement in the 2020s?
Building A (Modern) Client Service System Model To Deliver Value More Efficiently, Profitably, And Enjoyably
While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. While this shift has allowed advisors to charge a premium fee for high-quality service, it […]
Nearly 2,500 register for Festival of Financial Planning
Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]
Nearly 2,500 register for Festival of Financial Planning
Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]
How PreviewMe is changing the hiring game for job seekers and businesses
When job hunting, how do you summarise yourself in a single page? Your experience, from school to jobs to hobbies. Your personality, the way you’d fit into a team. Same goes for businesses – how do you neatly compose a job listing that tells a potential hire exactly what makes you so special? This is […]