Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. However, while some […]
Archives for September 2023
Introverted bookkeepers: how to confidently talk to prospective clients
Does the thought of talking to strangers just make you want to hide under your desk? Believe me, I have been there. Don’t worry because I’ve got your back. Today, I’ll discuss tips to boost your confidence and navigate sales call with ease. So, get ready introverted bookkeepers: how to confidently talk to prospective clients. […]
Healthcare Integrated General Ledger Accounting System (HIGLAS) – CMS
Healthcare Integrated General Ledger Accounting System (HIGLAS) CMS
Keeping the heart of our cities beating
By Sam Allert, Reckon CEO. I was recently lucky enough to visit Europe for a family holiday as well as the United States for a couple of work trips. What I brought back from those experiences was how pumping their CBDs were, for workers and tourists alike. There was an electrifying energy in many cities […]
Xero Beautiful Business Fund: Not-for-profit? You’re a small business too, so apply today!
Applications are quickly coming in for the Xero Beautiful Business Fund – thank you to all those who’ve entered so far. If you’re an organisation that operates on a not-for-profit basis, you might be wondering whether you’re eligible to apply. The short answer in most cases is yes (just make sure to double check the […]
ESOP exploration: Can the ‘new’ ownership model age well?
As one of the nation’s largest CPA firms announces the formation of an employee stock ownership plan, the managing partner at a midsize firm entering its third decade as an ESOP shares some perspective.
#FA Success Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results, With Olivia Luper
Welcome back to the 349th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Olivia Luper. Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. What’s unique about Olivia, though, is how […]
Standard Life rejoins burgeoning annuity market
Standard Life has re-entered the annuity market as annuity rates rise and demand for annuities surges. The Phoenix Group group company says the Standard Life Pension Annuity will meet a need for “certainty and security” in the retirement income market. Research for Standard Life in 2022 found that certainty of income in retirement was important […]
Art of Accounting: Fifth to 100th largest firms growing more than Big Four – Accounting Today
Art of Accounting: Fifth to 100th largest firms growing more than Big Four Accounting Today
The Latest In Financial #AdvisorTech (September 2023)
Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation […]