Welcome back to the 302nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Libby Greiwe. Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can […]
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#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe
Welcome back to the 302nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Libby Greiwe. Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can […]
The Making Tax Digital for VAT portal is closing. Here’s what it means for small businesses
Close the door, pull down the shutters. The time has come. HMRC is closing the old VAT online portal on November 1. You may have recently received an email from HMRC explaining that VAT-registered businesses will no longer be able to use this gateway to file monthly or quarterly VAT returns. Instead, you’ll need to […]
Wells Fargo suit against ex-lawyer ‘unusual,’ could have ‘chilling effect’
UBS, Morgan Stanley use TV, film to target athlete-entertainers for wealth business
Recent heirs to retirement plans win a surprise tax reprieve from the IRS
Equity funds report record monthly outflows
Equity funds had their highest monthly net retail outflows on record in August as UK savers fled market turmoil. Funds had almost £3bn of outflows, according to new data from the Investment Association (IA), the fund managers’ trade body. August was the seventh month of net retail outflows this year, as savers took £2.6bn out […]
Equity funds report record monthly outflows
Equity funds had their highest monthly net retail outflows on record in August as UK savers fled market turmoil. Funds had almost £3bn of outflows, according to new data from the Investment Association (IA), the fund managers’ trade body. August was the seventh month of net retail outflows this year, as savers took £2.6bn out […]
Communicating Client Value By Articulating Your Solution To Their ‘Job To Be Done’
Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client. An expression of value that works for one prospect might […]
Direct filing of the Singapore GST F5 return is coming to Xero
At Xero, we are committed to helping Singapore small businesses simplify their accounting processes. And this is why we are thrilled to announce that you can now submit your GST F5 returns quickly and directly from Xero to IRAS in one click, making the filing process simpler. This means you and your advisors can pull […]