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Succession planning is crucial for success

02 June 2014

We all have that one friend, the friend who cruised through school not worrying too much about their studies because they knew that they would have a job at the family business when they left. To them, this business was their Roman Empire, a legacy that would stand the test of time. However, even the mighty Roman Empire saw its end.

Are you currently your own worst enemy?

02 June 2014

It’s annual revision time and under the new legislation, you have to ask your client to sign an opt-in form that will allow you to continue to earn your annual fee for the next two years. And if he/she does not sign, you cannot take the fee. The reality is, though, that your client’s decision will not be based on his/her expectation of your service going forward, but on his/her experience of your service to date.

International regulation forces industry rethink

02 June 2014

Whether we would like to accept it or not, there are a number of key changes occurring in the business of advice internationally. Discussions with Australian and American financial advisers confirm that these changes will have a major impact on the way that advisers look for clients, deliver their service and how they are remunerated for the work they do.

Client engagement – a top priority

01 April 2014

Within my first month of speaking to advisers and product providers in Australia, it appears that advisers are focussing a lot of their energy on client engagement. The reason for this is that it is the key to better client retention, more referrals and increased profitability that, when combined, allow advisers to maximize the value of their client relationships.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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Industry challenges and opportunities guide young advisers to success

01 November 2013

The benefits of going paperless

01 November 2013

The road to success

01 November 2013

Studying and reading: the critical interdependency

01 November 2013

Stocktaking is vital

01 November 2013

Ethics - a priceless asset

03 June 2013

IFA’s face significant challenges as they fight for independence

03 June 2013

Financial Planners must become coaches

01 February 2013

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Magazine Archives FAnews & FAnuus / Practice Management

Succession planning is crucial for success

Are you currently your own worst enemy?

International regulation forces industry rethink

Client engagement – a top priority

Industry challenges and opportunities guide young advisers to success

The benefits of going paperless

The road to success

Studying and reading: the critical interdependency

Stocktaking is vital

Ethics - a priceless asset

IFA’s face significant challenges as they fight for independence

Financial Planners must become coaches