In a sea of financial advice firms, where every firm seems to be casting the widest net possible, it's easy to believe that appealing to everyone is the key to success. Spoiler alert: it's not. In …
Quick tips: Five things your financial advice website should have to stay cyber safe
In the realm of financial advice, where client trust and data security are paramount, understanding and implementing robust cybersecurity measures is not just a technical necessity; it's a cornerstone …
Embracing virtual co-working spaces at Simply Kaizen
In a world that's rapidly embracing remote work, we at Simply Kaizen have been working in remote teams since we started in 2019, and are always on the lookout for innovative ways to foster a sense of …
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The power of Google Reviews in financial advice
In the realm of financial advice, we're dealing with a unique set of circumstances. We're a cottage profession, often representing relatively unknown brands, yet we're entrusted with high-value, …
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Client Segmentation Part 2: Unlocking the flavour of each client segment
In the world of financial advice, we often categorise our clients into neat segments based on their revenue generation. While this is a practical approach, it tends to overlook some client categories …
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You’ve got a website, but does it look and feel alive?
In today’s fast-paced digital world, having a static, unchanging website just doesn’t cut it. You know this already, right? You have a website, but does it pulsate with life, engage visitors, reflect …
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