Whether it be the start of a new financial or calendar year, the issues confronting the financial services industry, especially the advice sector, are all the same and actually increasing and intensifying with the vacuum of leadership and direction so clearly evident said Connect Financial Service Brokers CEO Paul Tynan. Commenting further, Paul Tynan said […]
continue readingThe Financial Planning Association of Australia (FPA) has exempted Certified Investment Management Analyst® (CIMA®) certificants from a core component of the Certified Financial Planner® (CFP®) program. The exemption offers Australian CIMA certificants an accelerated path to CFP certification, and supports growing recognition of CIMA certification as the peak international, technical portfolio construction certification program, for […]
continue reading 13 Jul 2017
Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you, and lead to higher plan fees. That’s a surefire recipe for greater revenue levels for a practice. When we try to engage a client in […]
continue reading 06 Jul 2017
Curiosity – it’s a simple concept in many respects. And yet it is something we find harder to do as we get older. It’s almost as though it is abandoned for the comfort and safety of wanting to have all the answers. We stop questioning. We base decisions on assumptions, hunches and past experience. We […]
continue reading 27 Jun 2017
Financial advisers are demonstrating a commendable commitment to their profession in the face of considerable commercial pressure, according to Synchron Director, John Prossor. “It is a testament to the commitment of financial advisers that they continue to provide their incredibly valuable service to their clients despite constant financial challenges,” he said. Mr Prossor said that […]
continue reading 26 Jun 2017
From 28 September 2017, a new source of capital will become available to unlisted businesses – funding by the ‘crowd’. That’s you and me, mums and dads, and of course, the usual suspects – high net worth and institutional investors, who have previously had these investment opportunities pretty much to themselves. How’s it happened? Essentially, […]
continue reading 16 Jun 2017
TAL is calling for nominations and applications for the Female Excellence in Advice (FEIA) Award, a joint initiative by the Association of Financial Advisers (AFA) and TAL. The award celebrates women in financial advice who are making a significant contribution to their profession, their community and their clients. Nominations and applications for the award close […]
continue reading 16 Jun 2017
Advisers encounter a wide range of clients and are already, consciously or subconsciously, adapt interview techniques to increase the likelihood of achieving a mutually beneficial outcome. For clients, the outcome means finding a trusted partner who can persuade them to make the behavioural and attitudinal changes that are often necessary for them to achieve their […]
continue reading 15 Jun 2017
In the past few months the diversity and inclusion spotlight has shone brightly on the wider insurance industry. In late September Lloyd’s ‘Dive in Festival’ elevated the conversation to a global level, with concurrent events held in 10 countries — all focused on enabling diversity and inclusion in the insurance industry. It seems that hardly […]
continue reading 24 May 2017
Has the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want? And if so, what can we do to get back to basics? In recent years the advice industry has been dominated by two major concerns. One is technology and how best to assess and adopt […]
continue reading 23 May 2017
Earn CPD Points
CPD: Rediscovering the “why” - how giving clients what they want can make your practice perfectHas the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want?...
CPD: Client first – ethics in the post FOFA worldFor most people, the concept of acting in a client’s best interests, the requirement to behave fairly and ethically in...
CPD: 2017 - the year of goals-based advice“Goals-based investing”: it’s a concept that’s gaining increasing currency in investment and financial planning circles and attracting more and more...
CPD: How storytelling can help you get more clients. And that’s no fairy tale!As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you...
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