Most advice firms don't suffer from a lack of good ideas. Many firms invest in new technology, redesign workflows and they implement compliance improvements. Firms document processes and communicate them to staff. Yet months later, many leaders find themselves asking the same question: "Why isn't anyone following the new…
Anyone using CoPilot (web chat) inside xPlan that has any quick wins or what you use it for? This would be within Client Focus, not xTools or Portfolio. We have just received access to CoPilot and keen to see if we can use it inside xPlan. Thanks
For years, many financial planning businesses have been operating with a hidden weakness. It is not always obvious from the outside. The advisers may be capable. The clients may be loyal. Revenue may be recurring. The team may be busy. The CRM may even look full and active. But underneath, one basic question often remains…
Most advice businesses operate at a high level, maintaining stable revenue, professional teams, and satisfied clients. From the outside, these firms appear solid; there is no crisis to solve or obvious weakness demanding attention. However, for many owners, there comes a quiet moment where "solid" no longer feels like…
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As the cliche goes you don’t get a second chance to make a first impression. When it comes to financial advice this is especially true, as clients need to feel comfortable with their adviser if they’re going to entrust their financial future to them. To make a positive impact, Director of Sufficient Funds James Millard…
A long-held belief has been that the “dream team” experience of financial planning, broking, accounting and legal should all go hand-in-hand, with an account managed by the planner. Of course, many of these relationships have been developed in the past via referral agreements, where each of the parties refers to each…
This article has been taken from the NMP education library which has now moved to Advisely So what has this to do with the hook and advisers? Communicating in creative and authentic ways and showing customers the “story” of finance and how working with the industry can be transformational. Advisers need to tell authentic…
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