Welcome back to the 317th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jennifer Climo. Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. What’s unique about […]
Archives for 2023
Pension transfer values fall by 36%
Defined benefit transfer values fell by more than a third last year as investor concerns over UK debt drove gilt yields higher, according to new analysis. Pension consulting and admin firm XPS Pensions Group said transfer values fell 36% over the year. Its Transfer Value Index fell by 4% in December as a result of […]
The small business guide to MTD for VAT penalties
This blog was first published in April 2022 and updated in January 2023. If you’re a VAT-registered business, you may have received a letter or email from HMRC, informing you that the new penalty system for Making Tax Digital (MTD) for VAT is now in place. Arriving at the beginning of this year, the system […]
Janney CEO transitions to chairman as in-house successor takes reins
Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months
An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of […]
Simon Foster is new chief of BW SIPP
Simon Foster has been appointed chief executive of BW SIPP taking over from Julia Bassett who had held the position for 13 years. Mr Foster’s appointment is subject to FCA approval. He has been with BW for three years as head of proposition and implementation. {loadposition hidden2} Before joining BW in 2019 he was with […]
Why now is the time to transition to STP Phase 2 in Xero
By now, you’ll be familiar with Single Touch Payroll Phase 2. This will see your business build on its existing STP reporting to share more information with the ATO and additional government agencies whenever you process a pay run. With Xero’s deferral soon coming to an end, mandatory Phase 2 reporting is set to commence […]
How small businesses are levelling up both their compliance and their digital and data capabilities in the face of growing regulation
We held our sixth Responsible Data Use Advisory Council meeting just before Christmas last year. This was another fantastic opportunity to tap the wealth of expertise of our council members about emerging trends around responsible data use for small businesses. The council is made up of myself, Laura Jackson of Popcorn Shed (business owner), Maribel […]
