Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business.
Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business. In this episode,...
Business life policies, such as a keyman policy or a contingent liability policy, are an important aspect of ensuring the long-term survival and continuity of a business.
In this episode, Iress talks to financial planning coach Yvonne Killian from Old Mutual Wealth and Jason Bernic of Insane! Prospecting about how financial advisers can build their confidence and their businesses by becoming better at prospecting.
The evolution of software means clients expect “always on” access to data to make informed decisions about their finances. But as an advisor, where is your competitive advantage when technology already enables easy access to information?
In this episode we talk to Jen McKay (Linktank) and Francois du Toit (PROpulsion) on how to implement technology successfully and digitise ways of working to grow your business. We will include everything from data aggregation to paperless client management.
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.