A new ‘low cost’ advice firm called Hundreds and Thousands has been launched by the former founder of Novia, Paul Boston, to bridge the advice gap for both advisers and consumers. The firm will charge less than 150 basis points per annum for a restricted advice service, aiming at ‘advice gap’ clients – those with […]
Archives for 2023
#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly
Welcome back to the 326th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What’s unique about Erica, […]
How eSIM standards are evolving for secure IoT
Sitting behind cellular communications infrastructure is a vast library of complex technology common, industry-specific engineering standards and specifications. Stakeholder organisations invest extensive effort and engineering resources on an ongoing basis to maintain and progress these. Products and services can thus be improved, creating opportunities to explore new use cases that will enable additional revenue streams. […]
Cetera warns brokers that M&A deals require its approval
Only 23% of women confident about retirement
Only 23% of women are confident they will be able to retire comfortably with over a third (35%) expecting to be unable to enjoy a decent income in retirement. According to a major new study, fewer women than men have pensions and those who do are saving less than their male counterparts. The research of […]
How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth
When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand […]
Reckon’s GM of marketing talks marketing plans
We recently sat down with Reckon’s general manager of marketing, Brad Stevens, to chat about creating a marketing plan, core considerations, the hierarchy of marketing activity and what small businesses should be thinking about. 1) Hey Brad, what kind of background did you come from and what instilled such a passion for marketing? My career […]
What is AI and why is it relevant for my small business?
It’s safe to say that artificial intelligence (AI) is now part of common language and everyday life. But while we’ve all heard of the term, not everyone really knows what it is or how to use it (or rather, whether it can be useful for them). Believe it or not, the term ‘artificial intelligence’ has […]
Fresh digital marketing strategies to attract new customers in 2023
If you’re looking to grow your business and attract new clients, you need to sharpen your digital marketing sword. Plodding along without a digital marketing strategy will not bear much fruit in 2023. So, if you want to float not flounder, let’s jump into the primary modes of digital marketing and some strategies you can […]
