I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
Continue readingDemystifying Offshore Investing
The Science Of Being Okay
Wealth managers are the modern gatekeepers to this realm of “being okay”. Just as a client wants to “be okay”, an adviser wants to know that their clients’ wealth is going to be okay, too.
Continue readingMake Me Feel Special: How Using The Right Tools Can Enhance Your Financial Advice Practice
How do you, as a financial adviser, show your clients that you care? Georgina Smith sheds light on some of the more simpler practices you can adopt to make your clients feel unique, cared for and understood.
Continue readingDigital Tools to Grow Your Financial Advice Business Part 3: Company Culture
Company culture is just as important as other aspects of your business, and these digital tools can add considerable value to the way your employees work.
Continue readingHow Consumers’ Demands Have Forced the Financial Services Industry to Turn to Tech
What the consumer wants, the consumer gets – but it’s not only the consumer that is influencing what drives the financial industry.
Continue readingThe Main Challenges Facing Investment Platforms Around the World
As non-traditional players enter the financial services market, competitive pricing and effective operational models are at the forefront of innovation.
Continue reading3 Lessons for Building a Tribe of Clients Through Referrals
Afraid of asking for referrals? Don’t be. Georgina Smith suggests why asking isn’t the worst idea.
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