M&A activity in the platform sector has continued at storm force speed into 2021, writes Kat Mitchell.
Category Archives: technology
Pricing for advisory services
Not sure how much to charge for accountancy advisory services? We have worked on a guide with accountancy fintech Fathom.
Don’t forget your comms when it comes to business continuity planning
A storm-related internet outage has Kat Mitchell reminiscing about the time when a different internet outage exposed some elephant-sized holes in the business continuity plan of a previous employer. Don’t forget your comms when it comes to business continuity planning
Pandemic driving advisers to digital marketing
Over the past few years, we have seen larger numbers of financial advisers turning to digital content marketing to reach new clients and the pandemic seems to have accelerated this trend, writes Kat Mitchell.
Working with new clients in lockdown
Starting work with four new clients during the lockdown has seen us facing some interesting challenges and has me missing the ability to go on client visits, writes Kat Mitchell
Don’t make assumptions when it comes to communication
Every client likes to communicate with their professional and financial services advisers differently so be careful not to make assumptions based on the likes of age and profession, writes Kat Mitchell.
Communicating change – crisis communications
How should professional services professionals communicate in the event of a crisis?
Don’t be a homeworking martyr
As someone that has spent many years of their career working from home I’ve been asked by a few people for tips when it comes to working from home successfully.
