Advisers rise to meet challenges despite the rising cost of being in business

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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... Read more continue reading

Crowd sourced equity funding – a quick primer

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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,... Read more continue reading

Calling all aspiring female financial advisers: Female Excellence in Advice Award nominations open until July

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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... Read more continue reading

For advisers, it’s not what you say but the way you say it

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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... Read more continue reading

What does it take to make diversity and inclusion a reality at the practice level?

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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... Read more continue reading

Rediscovering the “why” – how giving clients what they want can make your practice perfect

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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... Read more continue reading

The customer is NOT king

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The mantra of “customer is king” is rubbish.  And I keep hearing it from professionals as if it were a commandment which, if breached, will send you straight to hell.... Read more continue reading

Lifting the lid on pricing financial advice

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Like anyone that has nurtured and worked tirelessly to produce an in-depth research report, yesterday’s announcement of the launch of the Adviser Pricing Models 4th Edition Research Report puts to bed... Read more continue reading

ACSA ramps up strategy and Board structure for 2017

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The Australian Custodial Services Association (ACSA), the peak industry body representing members of Australia’s custodial sector held its member event in Sydney last week, announcing a number of strategic initiatives... Read more continue reading

This 1 thing could lose you more than 50% of your clients

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For just about any practitioner to lose 56% of their clients in a year would be a disaster.  It is enough to jeopardise a practice entirely of course, but even... Read more continue reading