Welcome back to the 329th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. What’s unique about Charesse though, is how she has founded a consulting firm that doesn’t […]
Archives for April 2023
Beacon Pointe acquires HNW RIA in its largest deal this year
Check Your Financial Records With a Trial Balance
Are you an accounting wizard? Maybe, maybe not. Regardless, your math needs to add up. And sometimes, even the greatest mathematicians make mistakes. If you make an accounting error, you must find it—before it harms your business. That’s where a trial balance comes in. An accounting trial balance is for businesses that use accrual accounting. […]
3 Ways To Ask For Referrals More Effectively Based on Pro-Social Psychology
New client growth is the lifeblood of financial planning firms and there are myriad strategies for attracting qualified prospects, but many of these come with a hard-dollar or time cost for the firm. Which is why many advisors seek to leverage client referrals, where their clients refer family members, friends, or colleagues to the advisor. […]
ISA firm placed under FSCS investigation
The Financial Services Compensation Scheme has put Herefordshire firm Haich & Associates (UK) Ltd (FRN: 791582) under investigation for its activities as an ISA manager. The FSCS is also investigating the company’s role in arranging customers’ investments. The compensation body said it had received claims over investments offered by the firm, including bonds in delivery company […]
How apps can make it simple to take climate action in your business
More and more businesses are focusing on sustainability, and for good reason. Not only do many small business owners personally feel it’s important to play a role in protecting the environment, doing so is proven to have a positive impact on their bottom line. We understand that taking the first steps toward sustainability in your […]
How this plasterer laid the foundations for a booming construction business
Since he was young, Johnno Green has had a penchant for construction. So one day when a guest speaker at his high school came looking for apprentice plasterers, he knew he’d found his break. Johnno cut his teeth working on residential builds before the Global Financial Crisis hit the housing market (and his employers), forcing […]
What the future could bring for e-invoicing
When we look at a technology that has massive future potential, while already sitting firmly in the here and now, it’s hard to go past e-invoicing. The ability to send and receive invoices directly between accounting systems (and eliminate the need for manual, error-prone PDFs sent via email) offers some very exciting benefits. E-invoicing is […]
10 useful apps to help Kiwi small businesses kick off FY24
With FY24 officially upon us, now is the perfect time for small business owners to take stock, and look at what tools you can leverage to become more efficient and effective in the new year. All so you can spend more time doing what matters most. This is where the Xero App Store comes into […]
