by admin | Feb 9, 2024 | Blog
I took the road less travelled and went for the exciting journey of apprenticeships instead of going for the usual educational routes. I did it because I wanted to learn and get some hands-on experience. Textbooks can only do so much, you know. Here is my...
by Lucy Myall | Feb 8, 2024 | Blog
As it’s apprenticeship week between 5th to 11th February, it’s a great opportunity to reflect on my accidental fall into the industry and how I made those decisions almost 10 years ago. I started in the industry as an admin apprentice, starting some exams and learning...
by Lucy Myall | Jan 12, 2024 | Blog
The best way for financial advisers and planners to generate new enquiries is from recommendations from existing clients. Why? Because they have the highest conversion rate and the lowest cost of acquisition. So, it’s not surprising that almost all financial advisers...
by Lucy Myall | Dec 12, 2023 | Blog
As we approach the year’s end, it’s a fitting time to pause and reflect on the previous twelve months before we take some well-deserved time off over Christmas. In September, Fusion Business Management celebrated its second anniversary. This does not quite feel real,...
by admin | Sep 5, 2023 | Blog
It’s with immense pleasure and a sense of accomplishment that I pen down this blog post. Exactly one year ago, I embarked on a journey that would not only test my skills and determination but would also open doors to unparalleled growth and learning. As I mark...
by Lucy Myall | Jun 21, 2023 | Blog
“What do you do?” 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 outsourced...
