Today, I want to take a moment to recognise a truly remarkable member of the Xero team, Catherine Walker, aka “^OG” or “Orange Girl.” Catherine was part of the founding Xero crew, and after nearly 17 years, is our longest-serving employee and has seen Xero grow from its humble beginnings on her dining table in […]
Archives for May 2023
4 key benefits preventive maintenance reaps from connected worker platforms
Companies are adopting connected worker technology to both advance their digitisation efforts and respond to an increasing demand for these platforms across different sectors. This is because connected worker technology helps streamline daily operations and improve the quality of routine workflows, says Eric Whitley, director of smart manufacturing at L2L. Implementing connected worker technology transforms […]
Evelyn adds 2 Planners to Bristol team
Wealth manager and Financial Planner Evelyn Partners has added two Financial Planners to its Bristol team. Adam Deacon joins Evelyn as an associate director from Fidelius Group and Azets Financial Planning where he was senior Financial Planner. Mr Deacon will be responsible for providing bespoke, holistic Financial Planning advice to clients including business owners. Mr […]
Kitces & Carl Ep 111: Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To)
One of the biggest challenges faced by solo financial advisory firm owners as their firms grow and encounter capacity issues is deciding whether (and when) to hire an employee. While hiring staff members can offer a helpful lift in reducing capacity constraints for the firm owner, it also comes with its own burdens such as […]
Why resting and recharging is important for small business owners
There are plenty of positives to owning a small business – flexibility, being your own boss, financial benefits, and many more. But, it’s no secret there are challenges too. And small business owners have had a particularly tough few years: navigating a global pandemic, various lockdown restrictions, staff shortages, increasing costs of raw materials, and […]
Annuity sales smash more records at start of 2023
Foster More Productive Client Meetings By Mitigating Interruptions Based On (Conversational) ‘Intensity Level’
While interruptions within conversations occur frequently, the type of interruption can affect the content and flow of the dialogue that follows. For instance, if an interlocutor interrupts a speaker with a totally unrelated question or line of thought, the interruption not only has the potential to frustrate the speaker but can also cause them to […]
Half of investors scaling back investments
Over half (55%) of investors say they are scaling back investments, according to new research. Three in four investors(74%) are rethinking their investment plans due to cost-of-living increases, according to the survey by investment provider and wealth manager Charles Schwab. Two thirds (64%) of UK investors were concerned that the current economic climate will have […]
Behavioral finance experts on the benefits of becoming superhuman wealth advisors in the AI era
Inflation is clients’ top worry say advisers
Four in five (83%) financial advisers say the high level of inflation is their clients main worry this year. The second biggest concern was the value of portfolios, with 68% of advisers stating this was a key concern for clients. The research from Canada Life revealed that despite a difficult economic environment, fears over recession […]