The five essential soft skills for professional advisers

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Technical knowledge will only take you so far, and sometimes (like when the world is in lockdown and there are no rational markets) it won’t take you anywhere at all.... Read more continue reading
22 May 2020

More than a synonym – what is a fit and proper person?

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The ‘fit and proper’ person test previously only applied to credit licensees – but now it applies to AFS licensees as well. The change is bigger than it looks Previously... Read more continue reading
20 May 2020

Five steps to client engagement in times of crisis – part two

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Uncertain times generally mean anxious clients. The double whammy of a health and financial crisis means the need for you to connect with clients is more important than ever, but... Read more continue reading
18 May 2020

Wealth industry unemployment rising, but some firms selectively hiring advisers

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While the nation-wide impacts of the COVID-19 pandemic will result in a surge in unemployment in our wealth management industry (with forecasts of over 11% national unemployment), some planning groups... Read more continue reading
18 May 2020

Five steps to client engagement in times of crisis – part one

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The word unprecedented has been used with increasing regularity in 2020. We started the year in the middle of an unprecedented bushfire season that continued in its ferocity. The COVID-19... Read more continue reading
11 May 2020

Retain staff and increase business with non-cash incentives

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The COVID-19 pandemic is testing us all but innovation is thriving. Increase revenue, retain cash and keep staff and referral partners motivated by being innovative with non-cash incentives. If done... Read more continue reading
11 May 2020

Wealth industry unemployment rising, but some firms selectively hiring advisers

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While the nation-wide impacts of the COVID-19 pandemic will result in a surge in unemployment in our wealth management industry (with forecasts of over 11% national unemployment), some planning groups... Read more continue reading
28 Apr 2020

An ethical framework for the remote practice

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At the beginning of 2020, few would have imagined having to implement business continuity plans and establish remote offices before the first quarter was out. In this article, sponsored by... Read more continue reading
27 Apr 2020

In the eye of the storm financial planners steer a steady course

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Financial planning firms have weathered storms in the past, but nothing like what we are currently experiencing. In this challenging time advisers are faced with a raft of additional operational... Read more continue reading
27 Apr 2020

Eliminate tyre kickers and value your expertise

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Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for most financial advisers. That is even more true for those making the transition from... Read more continue reading
20 Apr 2020