Blog Posts Archive - Focus Solutions

Being human in a tech world

14 Nov 2019

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 awarded ISO 27001 certification

02 Oct 2019

Focus Solutions has achieved ISO 27001 certification – the international standard for implementing an Information Security Management System (ISMS).

Taking tech to the next level

Oct 2019

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.

Steve Andrews: Replacing Practice Management Systems

07 Aug 2019

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

Cashing In: How Cashflow Modelling Can Make Advisers More Profitable

31 Jul 2019

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.

“We ask them what it would be like for them if they only had 24 hours to live”

13 Jun 2019

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.

“People should find their money exciting and want to be engaged with it”

Jun 2019

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: “We help people achieve what is most profoundly important to them in their lives.”

Jun 2019

Simonne Gnessen, founder of Wise Monkey Financial Coaching, explains why her company’s three-pronged approach is challenging the traditional financial advice model.