Just FA

15/09/2023

⏳ Did you know that client communication takes up a whopping 20% of the average adviser's week?

Engaging with clients on their financial plans is crucial for their success and satisfaction. But what if we told you there's a way to do more in less time and cost-effectively?

Here's how:

✅ Embrace virtual meetings
- Can that in-person meeting be shifted online?

✅ Opt for digital communication
- Can a video conference be replaced with a quick text or email?

✅ Automate processes
- Streamline client onboarding, meeting scheduling, and report creation.

We get it; face-to-face time is valuable, but flexibility is key!

🌟 By enhancing communication efficiency, especially with lower-asset clients, you reduce costs, free up time for high-impact tasks, and add significant value to your firm.

Learn more 👉 https://justfa.uk/articles/3-tips-to-make-your-clients-money-work-harder

13/09/2023

Empowering UK financial advisors to deliver top-tier, customised financial advice without breaking the bank – that's our goal.

🌟 How do we do it? By keeping our platform and investment management fees low, we ensure that overall fees for clients remain cost-effective.

Lower platform fees not only reduce client expenses but also have a ripple effect on advisory fees. The system's efficiency streamlines advisor workflows, resulting in potential cost savings for your clients.

🚀 Join us in making high-quality, tailored, and cost-effective financial advice accessible to all.

Discover how we're shaping the future of financial advisory: https://shorturl.at/kmxSV

11/09/2023

🤖 Are you harnessing the best digital tools for financial advice firms?

🚀 Financial advice is a complex, constantly evolving field and using the right digital tools can help you stay ahead of the curve, streamline processes, and improve client experience. But with so many options available, it can be difficult to know where to start.

To help you navigate this process and ensure that the digital tools you choose work seamlessly with your business, our Chief Strategy Officer, Taras Rybak, outlines the key steps you need to take and the tools that can help you along the way.

👇 Read more:

https://shorturl.at/fsvKY

08/09/2023

🚀 Are you a financial advisor looking to launch your business onto the digital stage? We've got great news for you!

At JustFA, we believe in empowering your journey without the burden of setup fees and starting up has never been smoother...

🎉 With JustFA, you can launch your advisory services without any upfront costs, allowing you to concentrate on growing your business.

By eliminating setup fees, JustFA ensures that your resources are dedicated to delivering exceptional service and achieving optimal returns.

Join a community of forward-looking UK financial advisors who are reaping the benefits of JustFA firsthand.

👉 Find out more: https://shorturl.at/kmxSV

06/09/2023

📊 Calling all financial advisors and firms - It’s poll time!

Would you be interested in more tutorial videos showcasing the power of the JustFA platform?

👇 Let us know by casting your vote below and help us tailor our content to your needs. Your feedback drives our enhancements!

05/09/2023

🚀 Do you want to know how JustFA has helped transform Financial Advice businesses like yours?

We invite you to join our Business Development Manager, John Driscoll, for a 15-minute presentation on JustFA - the platform revolutionising digital financial advice.

👋 Click here to book a discovery call: https://shorturl.at/vwINV

01/09/2023

🚀 Offering personalised advice, advanced tools and expert insights customised to your specific needs, JustFA helps you take your financial advisory services to the next level in today’s dynamic market.

🤝 From initial conversation to a fully functional set-up, we can get you up and running in a matter of weeks with our seamless and straightforward onboarding process.

Discover how it works: https://shorturl.at/axTZ3

18/08/2023

What's the best way to prove that your communications are effective?

✨ Surveys!

You may already know what a Net Promoter Score (NPS) is, but very few advisers realise the full value in utilising this method to record and action clear feedback from clients, and maintain compliance with the Consumer Duty.

In our latest blog article, we've underscored the potential of the NPS system and the utility of gathering feedback and satisfaction data beyond simple Consumer Duty compliance.

🔗 You can read the full article here:

https://lnkd.in/eeRC2CCX

15/08/2023

🚀 Are you ready to dive into the world of welcome emails and a power-packed dashboard?

📽️ In our first tutorial video hosted by Head of Client Support, Linzi Walker, we showcase the welcome email and talk through the four key steps designed to support your clients through an effortless onboarding experience.

👇 Watch now:

Hosted by our Head of Client Support, Linzi Walker, this video illustrates the welcome email and four key steps which are highlighted on the main dashboard t...

07/08/2023

We know that staying ahead of the curve is vital for success in the finance industry.

🚀 And something that's crucial to that success is your marketing methods.

Over the past few years, financial advisers have witnessed a profound shift in how to connect with their audience and generate leads.

📈 The development of digital marketing has opened up a whole new realm of possibilities, transforming the way we engage with clients and prospects. Yet traditional marketing methods continue to fit a direct, client-centred approach.

How is your financial planning firm approaching marketing in 2023?

Are you using traditional marketing methods, digital, or a combination of both?

💭 React to this post and let us know your thoughts...

04/08/2023

🌍 As the financial landscape continues to evolve, so do the expectations of consumers and regulators.

🤝 Enter, Consumer Duty...

This term may take you back to memories of past regulatory changes, but it also demands our attention now more than ever.

Whatever your perception of Consumer Duty, it does bring in an unquestionable need to evidence how your proposition performs - from an initial enquiry to annual reviews. This can only be a positive thing for advisers who want to be proactive about increasing the value of their service to clients and boost firm value.

Our latest blog article discusses how your advice firm can genuinely make the most out of new opportunities using the right technology.

👇 Click below to read:

https://ow.ly/UkZ050PsETJ

03/08/2023

🚀 Get ready to unlock the full potential of JustFA!

📽️ In this latest video series led by our Head of Client Support, Linzi Walker, we share the secrets to maximising your efficiency on our online advice and investment platform.

Covering essential topics such as registering new clients and unleashing the power of targeted communications, our talk-through videos are step-by-step to help you make the most of our software.

👇 Check out our list of tutorial videos on YouTube below.

https://www.youtube.com/playlist?list=PL4zUxehl1byOESO74zE7C2dhXPIVMGyD7