My Dealer Services experiencing business growth as more advisers demand own AFSLs

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My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) is experiencing a significant increase in demand by practice owners opting to operate under their own licence. Commenting on the escalated activity being addressed by MDS, Don Wiggins said there were many... Read more continue reading

Five tips to get your interview strategy right

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The job you want is within your grasp and all you have to do is get through the interview. To make sure that you are best placed to get yourself to the front of the queue there are five things that you can do: 1. Do research on the company by: Accessing the company website.... Read more continue reading

How to ensure you are compliant while using social media

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Remaining compliant as a financial adviser and not breaching any regulations, whether they concern the provision of best practice advice, privacy constraints, or legal responsibilities to remain within certain boundaries is actually a very simple thing to do. Do not provide personal advice to clients in a public forum. Ever.   ….there…that was it…it is actually that... Read more continue reading

Bombora Advice – A Specialised Focussed Model in a Changing Marketplace

As the August launch of Bombora Advice nears Managing Director Wayne Handley confirmed that the new risk focussed business would be fundamentally different to the traditional licensee model that is measured by FUM or Adviser numbers. Wayne Handley is adamant that the conventional model (irrespective of ownership) is under stress and in some cases unsustainable,... Read more continue reading

Video: Time for a social media springclean

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The new financial year is the perfect time to review your business’s social media presence and Zurich’s quick 15 minute healthcheck video is a great place to start. The video is designed to help you take stock of your social media presence and includes tips on how to improve your Google ranking, getting the most out of... Read more continue reading

How social media can turbo-charge your emotional intelligence – 6 tips

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For those advisers aspiring to greater things, two recent pieces of research may prove to contain the insights you need to drive your business further. Shortly after revealing the extent to which advisers were adopting mobile technology and social media at a rate much faster than the overall community, we were excited when our latest... Read more continue reading

Become valuable by making it easier

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  One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching you give, rather than linking your value to a product solution. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience... Read more continue reading

Video: Why Advisers Should talk to the media

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Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether. According to 64 Media this is a pity – because although there has been a fair bit of negative press on the financial services industry over the past few... Read more continue reading

Combating the number one threat to wealth management businesses

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Of all the threats to wealth management businesses a wrong hiring decision ranks at the front of the queue, as non-performing employees can soon become ‘the enemy within’ causing considerable damage to a company’s client relationships and its brand. ‘Successful Recruitment – Transforming your business through best practice’ is designed to help bullet proof wealth... Read more continue reading

Top concerns for Australian business revealed

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Brand and image, the state of the economy and the impact of regulatory change are the three top risk concerns for Australian and New Zealand organisations in 2012/13. These are the findings from Aon’s 11th annual Australasian Risk Survey, which provides a snapshot of the risk management practices of 133 businesses in 19 industries across... Read more continue reading