Archives for March 2023
What needs to happen for the metaverse to reach its potential for small business?
The amount of global coverage for the metaverse has ramped up in recent times, creating the impression that it will soon become a common way to sell, play and work online. But for many people, there is confusion around what the metaverse actually is and how it could be used in a practical way. The […]
From managing tenants to managing wealth: Helping clients ‘retire’ from active to passive real estate investing
Nexus sold for £500,000 after FCA restricts firm
Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA. The FCA stepped in earlier this year after concerns about client money irregularities at the Fareham, Hants, firm totalling £2m. Nexus fell into administration following the FCA […]
Discovery Meeting Framework: 6 Questions To Help Prospects Who Are Resistant To Change
Financial advisors often approach discovery meetings with prospects as an opportunity to ‘sell’ the value of the financial planning services they provide. This is often done by having the advisor learn about the prospect’s needs and show the prospect how the advisor can help them achieve their financial goals, ideally motivating the prospect to sign […]
The psychology of money: how your mindset affects your financial decisions
Anthony Martin, founder and CEO of Choice Mutual says: “The relationship between our mindset and how we handle money is exciting! Your beliefs, attitudes, and behaviours towards money can affect your financial health. If you take the proper steps – acquiring sound financial education, building healthy financial habits, cultivating a sense of abundance, and focusing […]
Pontera’s Peter Nolan on technology bridging the gap to 401(k) services
Novia founder launches low cost advice firm
A new ‘low cost’ advice firm called Hundreds and Thousands has been launched by the former founder of Novia, Paul Boston, to bridge the advice gap for both advisers and consumers. The firm will charge less than 150 basis points per annum for a restricted advice service, aiming at ‘advice gap’ clients – those with […]
#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly
Welcome back to the 326th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What’s unique about Erica, […]
How eSIM standards are evolving for secure IoT
Sitting behind cellular communications infrastructure is a vast library of complex technology common, industry-specific engineering standards and specifications. Stakeholder organisations invest extensive effort and engineering resources on an ongoing basis to maintain and progress these. Products and services can thus be improved, creating opportunities to explore new use cases that will enable additional revenue streams. […]