HELPING YOU TO GIVE MORE ADVICE
In a rapidly evolving financial landscape , Humboldt Financial ’ s journey under the leadership of Francis Gill serves as a testament to the power of adaptability , client-centric approaches and embracing technological advancements . As firms look optimistically forwards , these insights provide valuable guidance for nurturing growth and fostering a resilient , client-focussed practice , and the value of having a strong and future-focussed support service provider by your side .
APPLYING IT TO YOUR BUSINESS .
Want to put some of Francis ’ ideas into action ? Here ’ s where we can help :
“ We take on graduates , train them , they ’ re really au fait with technology ”
“ Do a fact find on yourself , look at what your day is actually about ”
MyLearning and MyLearning Academy can help – read more on page 11 .
Our Business Consultancy team can examine the efficiency of your advice process .
“ What clients need is a slick system where they can see what ’ s going on ”
Our Members can use intelliflo office at a significant discount , with Plannr also coming soon .
Learn more about how SimplyBiz can support your business at simplybiz . co . uk
“ VouchedFor , interesting stuff around automation ”
Read more on page 22 about gaining clients using VouchedFor .
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