As we approach the final months of the year, it’s time to start thinking about how we want our financial planning businesses to look and operate in 2025. While it may seem early, taking the time now to reflect and plan can make a significant difference in how we approach the challenges and opportunities of…
Are you curious about how I started my financial planning business from scratch? In this article, I share my journey with Money Safari, the challenges I faced, the lessons I learned, and the successes I achieved. You will also find out how I used technology, marketing, and networking to grow my client base and revenue. If you are thinking of starting your own financial planning business, this article will inspire you and give you some practical tips.
Do you want to grow your financial planning business by getting more referrals from your clients? In this article, you will learn how to turn your clients into advocates who will introduce you to their network and help you attract more prospects. You will also discover the benefits of client advocacy, the best practices for client engagement, and the strategies for relationship building.
Explore the unique journey of a financial advisor through the maturity curve. Understand how shifting focus from product-centric to client-centric approaches can boost financial planning practices. Discover how advisors evolve their value proposition to better serve clients.
a fresh perspective on the value of compliance and will make you rethink its role.
understanding re-platforming and its impact ft. Mickey Gambale
A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
A discussion about adapting to the new world of financial advice and wealth management
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.