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 […]
Archives for 2023
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 […]
#FA Success Ep 331: Getting Comfortable Hiring Advisors ‘Early’ As The Advisory Business Revenue Grows, With Jake Northrup
Welcome back to the 331st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue. What’s unique about […]
Planday has arrived in Australia. Is it right for your business?
Managing people is one of the biggest challenges faced by small businesses. The complexity of payroll obligations makes this even more of a burden. In fact, last year we surveyed small businesses across Australia and found that 37% were worried they would accidentally pay their staff incorrectly. To ease the burden on employers, we’ve introduced […]
Dynasty seeks to boost M&A work with its own new investment bank
What Does Financial Independence Really Mean and Is It Achievable for You?
You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version […]