How to plan your days and weeks for maximum output with less effort

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Following on from my last blog around, we are going to further explore some ways to structure your days during the week to maximise your output while decreasing your effort.... Read more continue reading

The 6 steps of succession planning (Part 1)

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Unless you plan to work to the grave all practice owners need to be thinking “succession” at some point – preferably as early as possible. Succession planning is simply about... Read more continue reading

Increasing regulatory and legislative change Australia’s new number one business concern – Aon’s Australasian Risk Survey

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Call for companies to adapt, innovate and proactively manage the changing risk landscape Regulatory and legislative change has assumed the prime position as the leading risk for Australian and New... Read more continue reading

Opportunity for advisers in Limited MDA Platforms

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With the Australian Securities and Investments Commission (ASIC)’s 2013 proposal to change requirements around limited managed discretionary account (MDA) platforms appearing to be on hold for some considerable time, the... Read more continue reading

Slice 2 Survey results: planners have their say

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The aim of the SLICE survey is to provide financial planning practices with an opportunity to share their views and insights with their peers and build an understanding of the... Read more continue reading

The key to innovation: listening to customers

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One of the most successful companies in Australian manufacturing that has been operating since 1932 provided a great business lesson on the weekend, that revealed their secret to innovation in... Read more continue reading

When you should take online engagement offline

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A frequently asked question by professionals who are relatively new to using digital marketing is “how do I take the online engagement offline into the real world?” Let’s assume for the... Read more continue reading

Have you planned for productivity (output) or hard work (input)?

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In previous blogs  (How is your team’s productivity? and Is your output as high as it could be?) we discussed how important it is to decrease effort levels in order to maximise productivity... Read more continue reading

AMP Capital launches Adviser Resource Centre

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AMP Capital has launched a dedicated online resource centre to help financial advisers have more meaningful investment conversations with their clients. Housed on AMP Capital’s website, the Adviser Resource Centre... Read more continue reading

6 Steps to being the “Go To” Adviser

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“The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel.  Socially surround your buyers... Read more continue reading