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

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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... 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... Read more continue reading

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... 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... 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... 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... 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... 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... 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... Read more continue reading

How to prospect in today’s world: 5 sales strategies for financial advisers

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Over the past few weeks I have had many discussions with financial advisers on how they are generating new business in this environment? I took that question back to my colleagues... Read more continue reading