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Displaying 33 Posts categorized under client communication

Working Alongside Robo-Advisers and 4 more must-reads for your business

Winding down As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain. Here are a collection of great must-read business articles we shared on FP Advance social media this November, to give you a new perspective and start you thinking …

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Financial Planning Future | FP Advance

Are You Ready for the Future of Financial Planning?

Seeing the future There’s a lot of industry talk about the future of advice, and some of it is quite confronting. What will clients want from their adviser in the next decade? Will it be materially different from what they wanted in the last decade? Unfortunately, a lot of the …

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Is Financial Planning Facing an ‘Amazon Moment’?

Out of service How many businesses do you interact with where the service is total rubbish? If you’re like me, then the answer is “far too many”. Let me give you some examples: My big local hardware chain store, selling hardware supplies for the garden and outdoors, is appalling. There’s …

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No Money? No Problem: The good side of business constraints

Money isn’t everything Do you ever wish you had a little bit more money to play with? Or a bit more time? I was presenting to a group of adviser/owners recently and made the statement that “Lack of cash is a blessing, not a curse.” As I expected this caused …

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Gauging the Future of Financial Advisory Fees and 4 more must-reads for your business

Sunshine and smart thinking This time of year is the perfect time to take stock of how the first half of the year has gone. Here are a few must-read articles that we shared on FP Advance’s social media this July to help you move your business forward. Take a …

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