How to take the “R” out of FREE advice

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Traditionally the financial services sector has been almost entirely remunerated via commission, and many advisers are still grappling with the basic question of how to make the transition – even... Read more continue reading

5 things you need to do before buying a practice

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For many advisers buying another practice or book of clients will be a serious growth strategy to be considered.  It is a primary strategy for attaining scale and a viable... Read more continue reading

7 key reasons why you should be marketing your advice (and getting an expert to help)

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Whether you’re long-established or just at the starting line, investing in Marketing is probably one of the most invaluable and worthy decisions that you can make. It offers businesses many... Read more continue reading

CFS 10X presents key profit drivers for advice practices

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New research from Elixir Consulting presented exclusively to the CFS 10X community has explored a number of measurable ways advisers can increase their profitability. Elixir Consulting founder Sue Viskovic and her colleague... Read more continue reading

Intelligent Planning welcomes NSW practice

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Boutique financial services group, Intelligent Planning, has welcomed risk-focussed financial advice practice, Keyman Financial Services (Keyman), to the fold. Based in Windsor, NSW and established in 2009, Keyman Financial Services... Read more continue reading

The six necessities of modern marketing for financial advisers

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I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods.  Marketing for financial advisers was for years –  decades perhaps... Read more continue reading

Word of Mouth marketing is still where it is at!

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Word of mouth marketing is more important than ever despite the value of digital and social media.  Digital and social are immensely valuable in creating an audience and engaging with... Read more continue reading

Easy business in the low-hanging fruit

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Everyone wants easy business yet we so often make it harder than it has to be.  Get the low-hanging fruit first. Twice as easy to get, and just as sweet.... Read more continue reading

Why advisers need to invest in their businesses. Now.

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Financial advisers really need to invest more into their practices. Now.  More money, more thinking, more strategy…. more leverage.  Even those who have been investing probably need to invest more.... Read more continue reading

Official launch of Grameen microfinance in Australia to support women on low incomes

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Equality in the workplace is front and center right now and global microfinance leader Grameen has officially launched in Australia with a focus on supporting women on low incomes. Grameen... Read more continue reading