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Behind the scenes of a new-age business model in advice

Behind the scenes of a new-age business model in advice

Daniel Thompson
Partner & Financial Adviser at Finnacle
Daniel Thompson
Partner & Financial Adviser at Finnacle

Behind the scenes of a new-age business model in advice

Daniel Thompson and his business partner Prashant Nagarajan have created a unique, new-age advice business which is a result of their desire to find a way to deliver clean and simple, affordable and accessible advice to the younger generation.

In this session, Daniel took us through:

  • His journey as an adviser and why he left an employed role as a bank adviser to start Finnacle with Prashant
  • The types of clients his business serves and how they’ve built their business around the behaviour millennials already have with other tech and streaming solution
  • The language he uses in his marketing and with his ‘clients’ – they have members, not clients, they offer a ‘free trial’ which is three short discovery sessions, they offer membership subscriptions with no lock-in contracts
  • His advice process and how they compartmentalise the delivery of their advice – and why they typically deliver scoped advice throughout the year for a client.
  • What happens when a client hits their 12 month anniversary with Finnacle, and why Daniel uses annual agreements to re-engage members.

Connect with Daniel on the XY platform HERE

Check out Daniel’s LinkedIn HERE

Visit Finnacle website HERE

 

24/06/2021 ago

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Category:

Management

Daniel Thompson and his business partner Prashant Nagarajan have created a unique, new-age advice business which is a result of their desire to find a way to deliver clean and simple, affordable and accessible advice to the younger generation.

In this session, Daniel took us through:

  • His journey as an adviser and why he left an employed role as a bank adviser to start Finnacle with Prashant
  • The types of clients his business serves and how they’ve built their business around the behaviour millennials already have with other tech and streaming solution
  • The language he uses in his marketing and with his ‘clients’ – they have members, not clients, they offer a ‘free trial’ which is three short discovery sessions, they offer membership subscriptions with no lock-in contracts
  • His advice process and how they compartmentalise the delivery of their advice – and why they typically deliver scoped advice throughout the year for a client.
  • What happens when a client hits their 12 month anniversary with Finnacle, and why Daniel uses annual agreements to re-engage members.

Connect with Daniel on the XY platform HERE

Check out Daniel’s LinkedIn HERE

Visit Finnacle website HERE