The importance of business brands in the digital media era

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There are many business owners that believe brands will become less important as technology, social and digital media rapidly marches forward. Joe Perri, principal and founder of Joe Perri & Associates says these people will be disappointed. In fact, Joe Perri maintains that the business brand will become even more important in the digital /... Read more continue reading

Social entrepreneurship growth set to take off in Australia

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Social entrepreneurship is one of the fasting growing sectors of the Australian economy according to new research published to mark World Entrepreneurship Day.  Opportunity International Australia has calculated that the number of social enterprises has increased by 37%[i] over the last 5 years and claims that Australia is now embracing what is often referred to... Read more continue reading

Behavioural profiling & business vision

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Welcome to a new 6 edition Mini-Series of CPD available only on AdviserVoice which addresses issues that confront financial planning businesses large and small each and every day. In the first in the series, former financial planning business owner Ray Griffin, who built and sold a successful advice  business, discusses some of the more fundamental... Read more continue reading

Excellent professional advice uncovers life threatening illness

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As we all know, professional financial planners do quite a bit more than offer around helpful monetary advice. Often, one planners’ initiative can change the course of a life. WA AMP financial planner Paul Carter had long ago put in place a comprehensive buy sell agreement along with keyperson protection based around insurances for his... Read more continue reading

Virtue celebrates 21st anniversary…& calls for pragmatic approach to FoFA

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Dr Tony Virtue from Virtue and Partners is celebrating 21 years in the financial planning industry. Dr Virtue built the business – which was once a member firm of Associated Planners, the group that in 2004 sold to Challenger for a substantial $100 million – from the ground up. “Virtue and Partners is now a... Read more continue reading

Your clients can get a MoneyStart start to 2012

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ASIC’s MoneySmart website has a new budget planner to help people start 2012 with a fresh financial outlook. MoneySmart’s Delia Rickard said: ‘Getting out of debt and getting sorted financially are top new year’s resolutions for many people this year. Our new budget planner can help new year resolutions come true – it reveals exactly... Read more continue reading

Are you playing Russian Roulette with your financial advice business?

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If you live in a so-called ‘advanced’ western economy, one word you’re going to hear a lot more of over the next decade or so is tax.  And you can be reasonably sure that when the word tax is used it will not be followed by the word ‘cuts’.  Short and sweet – too many... Read more continue reading

What do your clients think of you?

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Few advisers would disagree that providing top class client service is a critical part of running a successful practice, but it is dangerous for planners to assume that they know what their clients think of their service unless they ask them. Even then, asking the wrong questions, or the right questions the wrong way, may... Read more continue reading

Benchmarking financial planning practices

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The advent of benchmarking and the “Balanced Scorecard” have provided many Australian advisory businesses with some fabulous information over the last few years. However, the warning by Mark Twain that there are“lies, damned lies and statistics” should be borne in mind by practice principals who are considering using industry benchmarks as part of their planning... Read more continue reading

Planners urged to embrace cloud technology

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An increasing number of financial advisers are exploring cloud technology as a way to open up new business opportunities, according to online portfolio management service Sharesight. Andrew Bird, Executive Director of Sharesight, believes cloud technology benefits advisers by enabling planners to offer new service lines to both existing and new clients. “Cloud computing allows planners... Read more continue reading