Why tech integration is not to be feared but embraced
Attracting new clients is a challenge for many wealth managers. Focus’ Head of Business Development, Peter Dingomal asks: “How can technology make it easier for you?”
Focus Solutions has achieved ISO 27001 certification – the international standard for implementing an Information Security Management System (ISMS).
Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.
Upgrading or replacing a practice management system can be a very difficult and time-consuming task, but no business should fall prisoner of their legacy software
Cashflow modelling has become a cornerstone of financial planning for many advisers in recent years. It provides clients with a clear strategy and recommendations to achieve that their ‘happily ever after’ without running out of cash.
What does a financial life planner do? How is it different from regular financial advice? Financial life planning is a combination life coaching, counselling and financial advice which goes beyond investment and digs deeper into what the client wants to get out of life and how they can achieve their dreams. We spoke to Tina Weeks, the founder of Serenity Financial Planning, to find out more.
Grosvenor Consultancy’s Alice Douglass explains why life as a financial adviser suits her down to the ground and how technological advancements are aiding rather than threatening an industry that continues to evolve.
Simonne Gnessen, founder of Wise Monkey Financial Coaching, explains why her company’s three-pronged approach is challenging the traditional financial advice model.
The people and the stories behind Focus Solutions. Here’s our Executive Support Assistant, Carla.