Adviser succession: What do buyers of financial practices look for?

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The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest... Read more continue reading

Why your advisory practice needs two marketing targets

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When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just... Read more continue reading

Westpac’s $1 billion promise for women in business

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Westpac’s $500 million female entrepreneurs fund will be expanded by another $500 million to $1 billion, to further address the challenges faced by women accessing finance to start or grow... Read more continue reading

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

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For the fourth year running, NAB Private Wealth has been recognised as the Best Private Bank in Australia at the prestigious Global Finance World’s Best Private Bank Awards for 2025.... Read more continue reading

How do you create an “Act Now” mindset with clients?

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One of the ongoing challenges in marketing professional services is simply getting people to “act now”.  We have to overcome their lack of urgency. Because our service will still be... Read more continue reading

If you still 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... Read more continue reading

Deloitte Access Economics identifies seven megatrends that will drive the financial advice industry to $8.2 billion

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Key points Australia’s advice industry is expected to grow by $2bn in revenue and 486,000 customers in the next five years. If all Australians could access better advice, the pool... Read more continue reading

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