As we transition from the analog to digital world, physical objects like an inanimate carbon rod may one day become more valuable, capable of transmitting informative data that can be analysed for any number of purposes.
As much as the use of social media amongst the financial planning community is becoming far more prevalent, as a previous skeptic, I am well aware that there are many of you who remain cautious of Tweeting, posting and commenting for all the world to see.
Traditionally, accounting firms have benefited from a longstanding and loyal client base that has provided a strong pipeline of regular tax and compliance work, together with a steady stream of new clients through ‘word of mouth’ referrals from existing clients. While this trend is likely to continue in the short term, the advent of new technology and advanced data analytics result in a growing risk of these clients being targeted to have their financial needs serviced outside the accounting firm.
With the evolution of technology set to impact nearly a third of all business revenues by 2015, No More Practice expert Aaron Dunn looks at how you can tackle this issue today and position your business for future success.
With a little hard work up front, you can transform your financial planning software into a tailored experience for you and your clients – improving business efficiencies and keeping you ahead of your peers, writes FYG Planners’ Peter Mancell.
With an ageing demographic right across our industry, it’s important that we attract the best and brightest into our profession, writes Millennium 3 Chief Executive Office, Richard Klipin.
To be efficient, proficient and profitable in the post-FOFA world and beyond, planning businesses need to corporatise their offering, says Matt Englund, managing director of Securitor & Licensee Select.
Infocus Chief Executive, Rod Bristow explains how technology platforms helped him transform his business to a FoFA compliant and more profitable model.
Change Accountant’s, Timothy Munro discusses enhancing client servicing through technology and the risks associated with avoiding new platforms.
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