In difficult times – communicate the value of what we do

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Financial advisers play a vital role in helping consumers reach their financial goals, according to 2012 AFA Female Excellence in Award winner, Christine Hornery, director of FMS Group, and could... Read more continue reading

Advice stalwart cautions accountants ahead of new regime

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Accountants will need to earn a minimum of $300,000 per annum in order to successfully run their own Australian Financial Service licence once the accountants’ exemption is removed on July... Read more continue reading

4 things I wish I was told about goal setting

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Goal setting. You’ve heard all the one liners….‘If you don’t know where you are going, you’ll end up someplace else’; ‘Fail to plan and you plan to fail’; ‘A goal is a... Read more continue reading

Advisers offered five golden tips for a successful presentation

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President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio said financial advisers are turning to his communications consultancy in growing numbers seeking assistance and support to prepare... Read more continue reading

Macquarie Life scoops three client service awards at AFA / Plan for Life – Life Company of the Year 2013

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Macquarie Life has been recognised for its outstanding service to advisers and their clients at the AFA / Plan for Life – Life Company of the Year 2013 Awards, scooping... Read more continue reading

How is your team’s productivity?

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Do you know the natural pace of everyone in your team?  If you don’t, chances are your team is capable of giving you more output than it currently is. In... Read more continue reading

New SLICE survey: people management strategies in financial advice practices

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The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial... Read more continue reading

General Advice – Are you tempted?

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The removal of the ban on conflicted remuneration for general advice in the proposed changes to the Future of Financial Advice (FoFA) legislation may provide new opportunities for financial advice... Read more continue reading

Synchron and Lander & Rogers rally to protect the livelihood of financial advisers

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Leading licensee, Synchron and respected law firm, Lander & Rogers are rallying to protect the interests of Australian financial advisers by seeking amendments to the Corporations Law Act (the Act)... Read more continue reading

FTA benefits go far beyond exports for Australian SMEs seeking succession or exit opportunities

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The benefits of Australia’s Free Trade Agreements (FTAs) with Malaysia, New Zealand, USA, Singapore, Thailand, Chile and Korea (announced in December 2013 but not concluded) go far beyond the removal... Read more continue reading