We are delighted to announce that Telescope (Mayflower) has been announced as a finalist in the 2019 Fintech Business Awards, in the ‘Financial Advice Innovator of the Year category’! It’s an illustrious list of finalists so we are all a bit chuffed. Check out the competition...
Recently I talked about the findings from a piece of research that Vanguard did in 2017. You can read about that here. I am pretty keen on the old market research, and did some of my own with consumers who have seen an adviser for the...
Yesterday I heard about a report that Vanguard put out last year, focusing on what determines trust in an advice relationship. They surveyed 3400 advised clients (in the US but the findings can be applied here I think) and found that the key factors could...
Marketing is a funny thing. On the one hand, it looks so simple – anyone can write an article and send an email these days. And with all the great online tools, it should be easier than ever before to promote your business. Right? Wrong. The...
I’ve been promising a practice management newsletter for quite some time now and it’s finally happening! I’ve got a whole list of interesting things to talk to you about, but if there’s anything that you would particularly like to read about, just let me know and...
I’m a member of a couple of Facebook groups that focus on improving financial advisory businesses. There’s always lots of interesting discussion, and I’ve noticed a bit of a theme of late of “I have had enough of Xplan/Coin, what should I use instead?” Which...
It’s all about goals these days. Goals based advice, the new AMP Goals system, for example. And not just in advice. There’s a plethora of podcasts about how to achieve your goals, how to set goals, why you need goals, the list goes on! And then...