by Lucy Byrom | Jun 21, 2023 | Blog
“What do you do?” Lucy Byrom When speaking with a potential new firm recently, the first question I got asked was “what do you do?” and I think it’s a great place to start with a role which isn’t the most familiar in the outsourced financial planning space. Being an...
by Lucy Byrom | Feb 8, 2023 | Blog
Online reviews are incredibly important. Seeing the benefits of working with you impresses prospects, helps to turn existing clients into advocates, and validates the hard work that you, and your team, put in. We’ve been recommending that financial advisers and...
by Lucy Byrom | Dec 21, 2022 | Blog
As much as I’m a person of planning, organising and looking forward, I still believe it’s important to take a step back and reflect. Since having my son in 2020, 2022 was the most ‘normal’ I’ve felt since he arrived. We’ve been going into shops without wearing a face...
by Lucy Byrom | Aug 24, 2022 | Blog
As someone who works within an outsourced role, I’m obviously a huge advocate for remote working conditions and outsourcing specific roles within your business. However, I think there are times when an in-house role could work just as well (if not better). My personal...
by Lucy Byrom | May 1, 2022 | Blog
Your website is your shop window. And, in 2022, your online presence faces: More competitionGreater expectations from potential clientsLess time to engage prospects before they decide to look elsewhere. That means you’ve got to get it right. Unfortunately, many...
