JustFA - More than a platform

Client Profitability... This is an insightful article by Wes Nixon at Citywire that every advice firm principal should read. From our experience, advice firms often underestimate the cost of delivering a robust and compliant ongoing financial planning service. Some hour-based cost modelling we have seen underestimates the time required and then assumes 100% productivity of the staff involved in the delivery chain when this is far from reflecting reality. Profitability on an individual client basis is critical to meet a firm’s #ConsumerDuty requirements. To find out how you can profitably service more clients whilst delivering the same client outcome using end-to-end advice technology. Contact Debbie Dry, John Driscoll or Norman MacLeod to find out more about JustFA - More than a platform Alexandra (Sasha) Ilinskaia, Kirill Ilinski, Taras Rybak #financialplanning #wealthmanagement #advicegap #digitaladvice Melo Link to the article in the comments.

So the FCA are now reviewing the reviews. As part of its work around The Consumer Duty, the FCA are now asking certain firms to confirm what has actually been covered in annual reviews, on a client by client basis. Key aspects include: 'Financial Situation', 'Capacity for Loss', 'Attitude to Risk, 'Financial Goals & Objectives', 'Assessment of Suitability' and 'Confirmation of Suitability'.  Thankfully, JustFA - More than a platform’s highly efficient and automated solution already factors all of these into our end to end advice process, keeping the firms that we work with safe and delivering a robust financial planning service to their clients. If you are interested in learning how a digital advice channel for digitally minded clients can complement your financial planning business, contact Debbie Dry, John Driscoll or Norman MacLeod to find out more .  #digitaladvice  #wealthmanagement  #advicegap #financialplanning  Wes Nixon FPFS FCII

Our conversations with financial planners are evolving ... From clients with smaller portfolios, we are now seeing a big spike from firms that say "the clients who are non profitable for me, are actually the clients that got me started X years ago - I do not want to move them on, I want to continue to look after them" We are helping more and more businesses move some of their exiting clients on to their own co-branded digital proposition. Here's why: ➡ Maintains the relationship in a profitable way ➡ Allows you to still focus on your business ➡ Retains the wealth and referrals from these clients ➡ Automates the review process, which delivers operational efficiencies If you own, or manage a financial planning business and this is your conundrum - you are not alone 🙂 You can keep everyone, including you, happy 😁. Get in touch to chat through how we can help you with this challenge. Msg John Driscoll Debbie Dry Norman MacLeod #ifa #financialplanning #lookaftereveryone #financialadvice

Insightful article ⬇ Alongside increasing profitability, digital advice brings automated reviews, automated suitability and greater efficiencies throughout the planning process. This is not a competition with face to face advice, digital advice is terrific complement to any business. 😊 Contact Debbie Dry, Norman MacLeod or John Driscoll to understand how you can add this proposition to your business. #ifa #paraplanners

JustFA - More than a platform and New Leaf Distribution Partner to Bridge the Advice Gap 🚀 We're thrilled to announce our new partnership with New Leaf Distribution! We launched it yesterday by holding a conference for New Leaf advisers, which was an absolute success! Together, we're empowering New Leaf's network of over 200 advisers with a cutting-edge, end-to-end digital platform designed to cater to clients who prefer to be serviced online, accumulators and next-generation clients. By combining our expertise, we're providing advisers with the tools they need to deliver high-quality financial advice that meets the evolving needs of today's digitally-minded clients. 🌐💼 Stay tuned for more updates on this exciting journey! #JustFA #NewLeafDistribution #FinancialAdvisers #DigitalAdvice #Innovation #WealthManagement #AdviceGap #InvestmentPlatform Daniel H. Sam Wallis John Driscoll Debbie Dry James Mitchell Taras Rybak Linzi Walker DipFA Norman MacLeod Kirill Ilinski Alexandra (Sasha) Ilinskaia

Big News for Financial Advisers 👇 JustFA - More than a platform launches a new client mobile app! This new tool revolutionises how Financial Advisers deliver advice and manage client relationships. With the JustFA mobile app, your clients can easily access their portfolio information, track their financial goals, and communicate directly with you through messages, audio, or video calls. They can also upload and sign documents right from their phones. This means a smoother onboarding process and a better overall experience for you and your clients. This app is a game-changer. It boosts client engagement, streamlines communication, and makes managing client relationships easier. Ready to take your client relationships to the next level? https://lnkd.in/eZniCmZT #JustFA #FinancialAdvisers #IFA #Fintech #ClientEngagement #BusinessGrowth Wes Nixon FPFS FCII Alexandra (Sasha) Ilinskaia Norman MacLeod John Driscoll Taras Rybak Debbie Dry

🍒 We've added a digital solution to compliment many firms existing & successful propositions. They needed an online proposition for a number of reasons, amongst them: 🔹 Client expectations - using an app to engage 🔹 Increase profitability across their client base 🔹 Automate their review process 🔹 To avoid having to relinquish some of their clients with smaller portfolios 🔸 We can do this with minimal work from the adviser firm 🔸 Can be live in 4-6 weeks 🔸 At no cost to the adviser firm Do get in touch if you'd like to know more 🙂 John Driscoll NextWealth #ifa #financialplanners #financialadvice Emma Napier Nicola Blackburn

Great technology needs great support. Rachel shares her positive experience with the dedicated support team at JustFA - More than a platform, highlighting their commitment and effectiveness compared to other providers. Learn more about the importance of support in onboarding with a new platform. Link in comments #TechSupport #Onboarding #CustomerService Debbie Dry Norman MacLeod John Driscoll Alexandra (Sasha) Ilinskaia JustFA - More than a platform

🍒 Sometimes it can be tricky to articulate just how much functionality you access when your firm adopts and engages with our platform. 🍒 So we thought a picture might be easier - we deliver the back office, the communication tools and an investment platform all co branded and in one place - couldn't be easier ! 🍒 Get in touch if you would like to see it in action and how it can benefit you, your business and your clients. John Driscoll Debbie Dry Norman MacLeod #ifa #financialplanning #paraplanners #allinoneplace

JustFA - Streamlining Financial Planning Processes 📈 Efficiency and compliance are key in financial planning. JustFA - More than a platform offers a streamlined approach, saving time and ensuring compliance, which ultimately benefits clients. Discover how this platform is transforming financial advisory services. Link in comments. #Efficiency #Compliance #FinancialTechnology Debbie Dry Norman MacLeod John Driscoll Alexandra (Sasha) Ilinskaia