Autumn has definitely arrived in all its splendour. While you’re breaking out the winter coats for the change in the weather, it might be time to think about making some changes to how you do business too.
This October was packed with great must-read business articles that we shared on FP Advance social media. Here are five that really got me thinking, just in case you missed them.
Happy Halloween and enjoy these great reads.
Brett Davidson chats with Jon from Adviser Marketing about what marketing means to financial advisers and planners. A must-watch for some valuable hints and tips.
New entrants to the financial planning space will be designing their client engagement and onboarding processes with no friction in mind. We need to be trying to do the same otherwise we’ll become too hard to deal with too. And you can’t blame the regulator for this. I get it, it is their fault, but they are not going to innovate and think laterally to solve this problem for clients; that’s on you I’m afraid.
Here’s how Matthew Walne has addressed this. Here is his adventure with technology.
Financial planning firms that want to grow are recognising that there’s one important position they need to recruit for. After 15 years of consulting to financial planning businesses, I’d go so far as to say it’s the most important hire you’ll ever make. Read on to find out more.
Neil Bailey is one of the owners and leaders of Fortitude Financial Planning. I asked him to share some of his wisdom with the FP Advance community. I asked him 10 Questions including:
- What’s the best piece of business advice you’ve ever been given?
- Have you ever given up your time to help another adviser coming through?
- Have you ever been under severe financial pressure as you grew?
- Do you have any advisers in your business who are struggling a bit?
- Are you an adviser who just knows you could be better in front of clients?
If you’re looking for a professional development tool for your team that’s both excellent and affordable, here’s an idea you probably haven’t thought of that just might work.