Fraser Stewart
@fraser.lyfeguard.com
Looking back at our FinTech Innovation Lab pitch…
April 8, 2025 at 12:01 AM
Looking back at our FinTech Innovation Lab pitch…
Beyond excited to announce that @lyfeguard.com has been selected for Fintech Innovation Labs 2025!
#FinTech
#FinTech
April 7, 2025 at 11:58 PM
Beyond excited to announce that @lyfeguard.com has been selected for Fintech Innovation Labs 2025!
#FinTech
#FinTech
Reposted by Fraser Stewart
We’re delighted to announce that two distinguished industry leaders, Keith MacDonald and Geoff Towers, have joined the Lyfeguard Advisory Board!
Please join us in welcoming Keith and Geoff to the Lyfeguard family.
#WealthManagement #FinancialPlanning #Fintech
Please join us in welcoming Keith and Geoff to the Lyfeguard family.
#WealthManagement #FinancialPlanning #Fintech
January 23, 2025 at 12:47 PM
We’re delighted to announce that two distinguished industry leaders, Keith MacDonald and Geoff Towers, have joined the Lyfeguard Advisory Board!
Please join us in welcoming Keith and Geoff to the Lyfeguard family.
#WealthManagement #FinancialPlanning #Fintech
Please join us in welcoming Keith and Geoff to the Lyfeguard family.
#WealthManagement #FinancialPlanning #Fintech
The ability to leverage technology effectively is increasingly becoming a key differentiator in wealth management.
Stategically adopted tech stacks focus on leveraging tools to enhance services, deepen relationships and create a wholly client-centric experience.
www.linkedin.com/pulse/client...
Stategically adopted tech stacks focus on leveraging tools to enhance services, deepen relationships and create a wholly client-centric experience.
www.linkedin.com/pulse/client...
The Client-Centric Tech Stack
Welcome back to Client-Centric Advice! I'm Fraser, co-founder of Lyfeguard. Through my conversations with advisers and my work building Lyfeguard's client management solution, I've seen great strategi...
www.linkedin.com
December 9, 2024 at 5:18 PM
The ability to leverage technology effectively is increasingly becoming a key differentiator in wealth management.
Stategically adopted tech stacks focus on leveraging tools to enhance services, deepen relationships and create a wholly client-centric experience.
www.linkedin.com/pulse/client...
Stategically adopted tech stacks focus on leveraging tools to enhance services, deepen relationships and create a wholly client-centric experience.
www.linkedin.com/pulse/client...
#CPFC fans - here's a feed with all the latest posts and news on Crystal Palace ❤️💙
bsky.app/profile/did:...
bsky.app/profile/did:...
December 9, 2024 at 4:34 PM
#CPFC fans - here's a feed with all the latest posts and news on Crystal Palace ❤️💙
bsky.app/profile/did:...
bsky.app/profile/did:...
📢 New Feed Alert! 📢
I've created a custom Bluesky feed that gathers all the latest news, insights, and discussions about the UK's vibrant fintech scene.
bsky.app/profile/did:...
#OpenBanking #Payments #Insurtech #Regtech
#Wealthtech #Neobanks #Fintech
I've created a custom Bluesky feed that gathers all the latest news, insights, and discussions about the UK's vibrant fintech scene.
bsky.app/profile/did:...
#OpenBanking #Payments #Insurtech #Regtech
#Wealthtech #Neobanks #Fintech
December 9, 2024 at 3:48 PM
📢 New Feed Alert! 📢
I've created a custom Bluesky feed that gathers all the latest news, insights, and discussions about the UK's vibrant fintech scene.
bsky.app/profile/did:...
#OpenBanking #Payments #Insurtech #Regtech
#Wealthtech #Neobanks #Fintech
I've created a custom Bluesky feed that gathers all the latest news, insights, and discussions about the UK's vibrant fintech scene.
bsky.app/profile/did:...
#OpenBanking #Payments #Insurtech #Regtech
#Wealthtech #Neobanks #Fintech
Inheritocracy is must-read.
Eliza Filby explains how the opportunities we have in life are increasingly shaped by the ‘Bank of Mum & Dad’
#inheritocracy #booksky
Eliza Filby explains how the opportunities we have in life are increasingly shaped by the ‘Bank of Mum & Dad’
#inheritocracy #booksky
November 30, 2024 at 3:46 PM
Inheritocracy is must-read.
Eliza Filby explains how the opportunities we have in life are increasingly shaped by the ‘Bank of Mum & Dad’
#inheritocracy #booksky
Eliza Filby explains how the opportunities we have in life are increasingly shaped by the ‘Bank of Mum & Dad’
#inheritocracy #booksky
@morganhousel.bsky.social's "The Psychology of Money": It's less about your IQ and more about your behaviour. Mastering your emotions and biases around money is the key to building wealth.
#booksky #personalfinance
#booksky #personalfinance
November 28, 2024 at 4:24 PM
@morganhousel.bsky.social's "The Psychology of Money": It's less about your IQ and more about your behaviour. Mastering your emotions and biases around money is the key to building wealth.
#booksky #personalfinance
#booksky #personalfinance
How can AI enhance the client experience?
In my article for IFA Magazine, I explore the opportunities & complex challenges surrounding AI in wealth management.
Crucially, technology should enhance, not replace, the human element of advice.
#WealthManagement #AI
ifamagazine.com/embracing-ai...
In my article for IFA Magazine, I explore the opportunities & complex challenges surrounding AI in wealth management.
Crucially, technology should enhance, not replace, the human element of advice.
#WealthManagement #AI
ifamagazine.com/embracing-ai...
Embracing AI to Stay Ahead of the Curve and Boost Customer Engagement - IFA Magazine
Artificial Intelligence (AI) essentially involves the application of computer technology to carry out tasks which have traditionally been accomplished by
ifamagazine.com
November 28, 2024 at 4:18 PM
How can AI enhance the client experience?
In my article for IFA Magazine, I explore the opportunities & complex challenges surrounding AI in wealth management.
Crucially, technology should enhance, not replace, the human element of advice.
#WealthManagement #AI
ifamagazine.com/embracing-ai...
In my article for IFA Magazine, I explore the opportunities & complex challenges surrounding AI in wealth management.
Crucially, technology should enhance, not replace, the human element of advice.
#WealthManagement #AI
ifamagazine.com/embracing-ai...
Elon: 'X is the future'
Bluesky: 'Hold my decentralised server.' 🦋
Bluesky: 'Hold my decentralised server.' 🦋
November 28, 2024 at 3:56 PM
Elon: 'X is the future'
Bluesky: 'Hold my decentralised server.' 🦋
Bluesky: 'Hold my decentralised server.' 🦋
IHT, CPT, APR... WTF?! 🤯
Jargon can create a barrier to understanding and hinder those crucial relationships.
Plain language is an adviser's secret weapon for better communication & stronger client bonds.
#FinancialAdvice #WealthManagement
www.linkedin.com/pulse/iht-cp...
Jargon can create a barrier to understanding and hinder those crucial relationships.
Plain language is an adviser's secret weapon for better communication & stronger client bonds.
#FinancialAdvice #WealthManagement
www.linkedin.com/pulse/iht-cp...
IHT, CPT, APR... WTF?! Why Jargon Is Killing Client Relationships
Is your financial jargon creating a barrier between you and your clients? Learn how plain language can boost understanding, build trust, and grow your practice.
www.linkedin.com
November 28, 2024 at 3:50 PM
IHT, CPT, APR... WTF?! 🤯
Jargon can create a barrier to understanding and hinder those crucial relationships.
Plain language is an adviser's secret weapon for better communication & stronger client bonds.
#FinancialAdvice #WealthManagement
www.linkedin.com/pulse/iht-cp...
Jargon can create a barrier to understanding and hinder those crucial relationships.
Plain language is an adviser's secret weapon for better communication & stronger client bonds.
#FinancialAdvice #WealthManagement
www.linkedin.com/pulse/iht-cp...
My article in the @ftadviser.bsky.social last week:
#FinancialAdvisers #WealthManagement
www.ftadviser.com/better-busin...
#FinancialAdvisers #WealthManagement
www.ftadviser.com/better-busin...
How AI can help financial advisers run their business
The concept of artificial intelligence has been around for half a century but it has only recently been introduced into the mainstream.
www.ftadviser.com
November 18, 2024 at 7:11 PM
My article in the @ftadviser.bsky.social last week:
#FinancialAdvisers #WealthManagement
www.ftadviser.com/better-busin...
#FinancialAdvisers #WealthManagement
www.ftadviser.com/better-busin...
Delighted to be nominated, alongside Gary, for this evening’s Great British Entrepreneur Awards.
Fingers crossed 🤞
@lyfeguard.bsky.social
Fingers crossed 🤞
@lyfeguard.bsky.social
November 18, 2024 at 6:53 PM
Delighted to be nominated, alongside Gary, for this evening’s Great British Entrepreneur Awards.
Fingers crossed 🤞
@lyfeguard.bsky.social
Fingers crossed 🤞
@lyfeguard.bsky.social