Get some love flowing for your customers this Valentine’s Day! Festive or ‘event’ days like Valentine’s Day represent a great opportunity for a sales and marketing push to boost your bottom line and keep your loyal customers happy. You don’t have to be selling flowers and chocolates to show some love to your customers and […]
Archives for February 2023
Amazing Apprenticeships unlocks the power of apprenticeships for small businesses
In honour of National Apprenticeship Week, we spoke with Anna Morrison, the founder of Amazing Apprenticeships, a leading organisation in the education sector, working with schools, colleges and businesses of all sizes to tackle misconceptions and promote the benefits of apprenticeships. Starting out Bucking a family tradition of attending university, Anna leapt into the world […]
42% struggling financially but signs of easing
Nearly 23m adults (42%) say the cost of living crisis has caused them to struggle financially, according to a new survey. Despite the challenges, the survey from the LV= Wealth and Wellbeing Research Programme suggests finances are beginning to stabilise for some. The proportion of people who think their finances will worsen over the next […]
Navigating the Thrift Savings Plan: Planning Opportunities To Support Federal Employees, Military Servicemembers, And Veterans
Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins […]
IRS wait-to-file signal to millions of taxpayers creates filing season ‘chaos’
Australian business news: what’s happening right now?
Right, it’s February already, far out brussel sprout. So, with 2023 well underway, lets take a brief look at what’s happening in the Australian business landscape. AI gains stronger foothold We’ve been hearing about artificial intelligence for a long time. Usually, we’re served news about what’s coming in terms of new tools and software programs, […]
RIA added 16 teams in 2022 after embarking on first M&A deals
15 firms warned about targeting BSPS victims
The FCA has warned that at least 15 firms are targeting BSPS victims with unsolicited and misleading offers of redress. The regulator said the offers could cause further harm to BSPS victims who may get less than they deserve. The watchdog issued the warning today ahead of its official BSPS redress scheme which starts on […]
#FA Success Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
Welcome back to the 319th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What’s unique about Jim, though, […]
In the face of disruption, the advisory industry is stronger than ever
Over recent years, the world of advisory has experienced a seismic shift. In the face of immense obstacles and equally great learnings, the profession is evolving. Why? Because, more than ever, accountants and bookkeepers are embracing change – and it’s propelling the industry forward. So what led us here? The past few years have seen […]