logo

The FinTech that’s made my business more efficient, and improved my client experience

The FinTech that’s made my business more efficient, and improved my client experience

Marcus Nicholls
Director of Now Prosper
Marcus Nicholls
Director of Now Prosper

The FinTech that’s made my business more efficient, and improved my client experience

Marcus Nicholls is a solo adviser who has really embraced FinTech into his business. While this shift started out in response to being in lockdown, Marcus has since realised the benefits that come with hosting all client meetings virtually and reducing the need for paper-based…anything!

Here’s the nutshell on what we covered:

  • How much time Marcus has gotten back by working from home
  • How he implemented AstuteWheel and how he uses it with clients
  • How he uses ROAR Software as the “App Store” of sorts to feed data from AstuteWheel through ROAR and straight into Xplan
  • How he builds rapport with new clients in virtual meetings by sending a photo of his family before the meeting
  • How he keep a consistent channel of communication open to update his accountant referral partners on the clients he refers to Marcus
  • How he is educating his accountant referral partners on the ideal personas to look out where Marcus can add significant value to their lives

The chatbox was ALIVE with XY’ers sharing their favourite tech tools, and the ways they’ve broken the ice in new client meetings done virtually. You can grab the chat transcript HERE

Connect with Marcus in the XY Platform HERE

Check out Marcus Nicholls’ LinkedIn HERE

 

Here are some links to resources and tech tools we discussed:

  • Marcus’ client engagement flowchart HERE
  • Marcus’ referral presentation for the accountants HERE
  • The Tech Stack Scoreboard excel sheet HERE
  • Nathan Fradley’s Tech Stack Flowchart HERE

 

 

16/09/2021 ago

|

Category:

Technology

Marcus Nicholls is a solo adviser who has really embraced FinTech into his business. While this shift started out in response to being in lockdown, Marcus has since realised the benefits that come with hosting all client meetings virtually and reducing the need for paper-based…anything!

Here’s the nutshell on what we covered:

  • How much time Marcus has gotten back by working from home
  • How he implemented AstuteWheel and how he uses it with clients
  • How he uses ROAR Software as the “App Store” of sorts to feed data from AstuteWheel through ROAR and straight into Xplan
  • How he builds rapport with new clients in virtual meetings by sending a photo of his family before the meeting
  • How he keep a consistent channel of communication open to update his accountant referral partners on the clients he refers to Marcus
  • How he is educating his accountant referral partners on the ideal personas to look out where Marcus can add significant value to their lives

The chatbox was ALIVE with XY’ers sharing their favourite tech tools, and the ways they’ve broken the ice in new client meetings done virtually. You can grab the chat transcript HERE

Connect with Marcus in the XY Platform HERE

Check out Marcus Nicholls’ LinkedIn HERE

 

Here are some links to resources and tech tools we discussed:

  • Marcus’ client engagement flowchart HERE
  • Marcus’ referral presentation for the accountants HERE
  • The Tech Stack Scoreboard excel sheet HERE
  • Nathan Fradley’s Tech Stack Flowchart HERE