CountPlus Member firm Cooper Reeves completes tuck-in acquisition

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CountPlus has continued its focus on strategic growth, with Brisbane-based Member firm Cooper Reeves Pty Ltd (Cooper Reeves) announcing it has completed a tuck-in acquisition to acquire the financial planning services of CBD Wealth Solutions Pty Ltd (CBD Wealth). Both Cooper Reeves and CBD Wealth are Member firms of the CountPlus-owned Count Financial. As part... Read more continue reading

IPO floodgates open as unprecedented number of companies seek to list on the ASX

Australian small cap investors have an unprecedented opportunity to gain exposure to new company floats, according to small companies specialist OC Funds Management (OC). At its September investor briefing, OC Head of Investments Rob Frost highlighted that the concentration of Initial Public Offerings (IPOs) seeking to list in the final stretch of 2020 was probably... Read more continue reading

COVID-19: Looking at the opportunities that come with technological transformation

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The modern workplace is increasingly flexible, collaborative and dynamic, and new technologies afford us the opportunity to collaborate and communicate effectively while working from home. However, for many employers and workers, that parity between effectiveness in an office environment versus a working from home scenario had not been fully tested until recently. That all changed... Read more continue reading

CPD: From ‘atoms’ to ‘bits’: COVID-19 as an accelerant for the digitisation of the economy

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The last six months have been profoundly transformational, with the COVID-19 shock acting as an accelerant for the digitisation of the economy. This radical transition is especially advantageous for asset-light business models in the tech, health care and communications sectors. This article, from GSFM’s investment partner Epoch Investment Partners, outlines its firm conviction that “data... Read more continue reading

Professional Service: There’s extra money going the extra mile

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Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra mile because they know that it... Read more continue reading

Practice growth requires leadership more than management

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The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision. I don’t mean “vision” in the namby-pamby buzz-word sense of having a beautiful set of words on a plaque on a wall that nobody really cares about.  A clear vision... Read more continue reading

3 tips to raise funds efficiently in a tough market

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To commercialise and grow, your business needs capital. But the ongoing fallout from COVID-19 means this may be easier said than done. For a variety of reasons debt may also not be affordable or attainable. Waiting it out may not be viable for your cashflow, could be detrimental to your strategy or put your first... Read more continue reading

Succession planning for private companies

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For those wanting to ensure that a particular family member becomes the director of a family company when the current director passes, it’s a minefield. So, you have a private company (that’s one with ‘Pty Ltd’ after its name). It might be the trustee of your family trust or your self-managed super fund or it... Read more continue reading

Demonstrate value and prospects will choose you

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Smart advisers today make sure they are demonstrating their value to prospects. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides to continue their buying journey with is... Read more continue reading

If you need more clients then you probably need different skills

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Financial advisers who need more clients need to be better marketers than salespeople in today’s environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills. While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the last few years, consumers have... Read more continue reading