We provide financial advisers with a way to build a more valuable business.
Joined October 2022
- Tweets 84
- Following 126
- Followers 14
- Likes 9
46 Photos and videos
15 Sep 2023
โณ Did you know client communication accounts for 20% of an adviser's week?
Learn how enhancing efficiency can reduce costs, free up time for high-impact tasks and add significant value to your firm ๐ shorturl.at/fjwIS
#FinancialAdvisors #JustFA
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13 Sep 2023
๐ Lower fees mean more than savings - they impact advisory costs, too!
JustFA ensures cost-effective solutions for advisors and clients by maintaining low platform and investment management fees.
๐ฐ๐ผ Learn more: shorturl.at/kmxSV
#FinancialPlanners #FinancialAdvisors
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11 Sep 2023
๐ Navigate the digital landscape with confidence! Our Chief Strategy Officer, Taras Rybak, outlines crucial steps and tools to enhance your financial advice firm.
Streamline processes and elevate client experience ๐shorturl.at/fsvKY
#JustFA #WealthTech #DigitalAdvantage
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๐ Attention UK financial advisors: Ready to go digital?
๐ With JustFA, you can launch without setup fees for a smooth start. Meaning you can focus on delivering exceptional service and optimal returns.
๐ Learn more: shorturl.at/kmxSV
#FinancialAdvisor #NoSetupFees
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๐ It's poll time! Interested in more JustFA platform tutorial videos?
๐ Cast your vote to shape our content and enhance your experience. Your feedback matters!
#JustFATutorials #FinancialAdvisers #FeedbackWelcome
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Yes, I really enjoy them
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I haven't watched yet
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No, I've conquered JustFA
0 votes โข Final results
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๐ Want to know more about the platform revolutionising digital financial advice?
Join our Business Development Manager, John Driscoll, for a 15-minute presentation on JustFA ๐
shorturl.at/vwINV
#JustFA #WealthTech #FinancialAdvisers
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๐ Level up your financial advisory with JustFA! Personalised advice, advanced tools, and expert insights tailored to you.
Launch in weeks with our seamless onboarding.
Learn more: shorturl.at/axTZ3 #JustFA
#MoreThanAPlatform #WealthTech
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23 Aug 2023
๐ Let's talk about #AI advancements and financial advice...
We know that advisers must stay at the forefront of innovation but we also understand the personalised nature of advice and the importance of client experience.
๐ญ Is your firm worried about AI changing the industry?
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Yes
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No
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Not sure yet...
0 votes โข Final results
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18 Aug 2023
โ
NPS scores are great to assess your performance, 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 #ConsumerDuty.
Read our latest blog to learn more: bit.ly/3QNhnFh
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15 Aug 2023
๐ Ready for our first tutorial?
In this recent video by our Head of Client Support, Linzi Walker, we illustrate the JustFA welcome email and the four key steps designed to guide your clients through an effortless onboarding experience.
๐ฝ๏ธ Watch now: youtube.com/watch?v=rDBKfns9โฆ
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๐ Marketing methods are crucial for success in the evolving financial industry. How is your financial advice firm approaching marketing in 2023?
๐ญ Let us know your thoughts below...
#JustFA #WealthTech #FinancialPlanning #FinancialAdviser
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Digital marketing
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Traditional marketing
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Mixture of both
1 votes โข Final results
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๐ค Enter, Consumer Duty...
This term may take you back to memories of past regulatory changes, but it's also one that demands our attention now more than ever. (1/2)
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Whatever your perception of #ConsumerDuty, it does bring in an unquestionable need to evidence how your proposition performs.
๐ In our latest blog, we discuss how your advice firm can maximise new opportunities using the right technology.
justfa.uk/articles/Consumer-โฆ #JustFA (2/2)
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๐ Unlock the full potential of #JustFA with our Head of Client Support, Linzi Walker!
๐ฝ๏ธ Maximise efficiency with step-by-step tutorials on registering clients and harnessing targeted communications.
๐ Click below to watch now.
youtube.com/playlist?list=PLโฆ
#WealthTech
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26 Jul 2023
๐@Vanguard_FA's Advisor Alphaยฎ is a service model aimed at helping financial advisers foster trust, cultivate long-term relationships and build a sustainable, successful practice.
๐ Discover the main drivers and components of #AdvisorAlpha from our Account Manager, James.
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21 Jul 2023
๐ With the power to educate, assist and convince a target audience, content marketing is key to demonstrate expertise in the financial advice space.
๐ Read our latest blog post to discover how you can make the most of content marketing in your business: bit.ly/3Q4KzqY
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21 Jul 2023
๐ฑ ESG Investing has become popular for a range of different age groups and advisers are being asked more and more for a sustainable approach when investing client wealth.
๐ญ We'd like to know, is ESG software being used in your #financialadvice business?
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Yes
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No
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I've left a reply
0 votes โข Final results
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21 Jul 2023
Let us know your thoughts by voting in the poll or replying with your comments.
You can also read more about ESG software in our recent blog post.
๐ Check it out:
lnkd.in/eudfcr_n
#JustFA #Investments #WealthTech
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18 Jul 2023
๐ Content is king for #FinancialAdvisers, but you need to understandย the data it to ensure it's successful.
In our latest blog post we discuss which metrics you should be tracking and how to interpret data to impact future content.
Check it out: lnkd.in/eva_GrhX
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14 Jul 2023
๐ #Investing evokes emotion and although behavioural biases make us human, they can also have the most damage on a #FinancialPlan.
๐๏ธ Advisers can help their clients by overcoming behavioural biases. Discover how from our very own James Mitchell ๐
bit.ly/3DdU13z
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