Talk the talk: engaging SME clients

Talk the talk: engaging SME clients

If you look after small business clients, you’ll understand the importance of identifying their needs in order to deliver what they want – and expect. We’ve covered some of the most common client personas in the industry. Now, we’re taking a deep dive into the...
How to choose a good business partner

How to choose a good business partner

Whether you’re an accountant thinking of expanding your service offering or a financial planner looking to start your own firm, a partnership is one of several structures to choose from But picking the right person to go into business with can be challenging,...
Product Update: 16th May 2019

Product Update: 16th May 2019

It’s been a while since our last dedicated product update post and quite a bit has changed! Over the past few weeks, we have made enhancements to the mobile app to bring it in line with the wealth portal’s new look, added new features to the app, and optimised the...
The 5 worst types of clients seen in financial services

The 5 worst types of clients seen in financial services

We’ve covered the 5 most popular client personas seen in financial services but what about the worst types of clients? From tyre kickers to time-wasters, we take a look at the 5 client types you probably want to avoid! Know-it-all Naomi This client persona thinks they...
3 strategies to engage property investors

3 strategies to engage property investors

Meet Peter the Property Mogul   Peter is a DIY investor. He is a high earning professional who likes to give everything a go and doesn’t shy away from risk. At 45 years of age, he’s an experienced property investor and has recently added his third residence to...