How to attract more affluent clients

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Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said, the more affluent the client the more significant the fee, the more likely perceived expert status will play in the buying decision. As the advice […]

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New partnership program to empower independent accountants

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Perpetual Private has announced a new partnership program for independent accountants, building on its extensive history with the accounting profession. Perpetual has long partnered with accountants to support their needs and since 2010 has owned business consultancy and accounting provider Fordham. The new program will offer accountants the opportunity to partner with trusted organisations to […]

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Positive hiring intentions show it’s not all gloom and doom

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The Q2 2015 Hudson Report: Employment Trends[1] has revealed a broadly positive outlook for the jobs market, with net intentions to hire remaining strong into the second quarter of the year. Despite a slight dip from Q1 2015, the Hudson Report shows net hiring intentions remain at their highest level since 2012.  According to Hudson, […]

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The 3 keys to creating maximum practice value

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For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to ‘grow’ it’s transactional volume Developing Capabilities Creating and seizing Opportunity to grow These three elements are what will determine where your business can go, or grow, in […]

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The Dawson Partnership 2015 Hiring Intentions Survey results

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The Dawson Partnership Hiring Intentions Survey canvasses a broad range of institutional and independently owned wealth management businesses, including investment management companies, superannuation funds, financial planning companies and diversified financial services groups. ‘The Hiring Intentions Survey found that there has been an increase in the number of organisations intending to hire new employees in 2015 […]

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AdviserLogic launches Licensee Console and CRM

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Financial planning software provider, AdviserLogic, has launched Licensee Console (the console) and Licensee CRM, enabling Australian Financial Services Licensees (AFSL)s to deliver direct-to-practice enhanced services, more efficiently. AdviserLogic head of product development, Daniel Gara, says the console makes life easier for both the licensee and the planner, in that information that the licensee needs to […]

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Why is it that some businesses just flourish?

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I find that when business owners get a little down time away from the office and clients (and staff!), they can’t help but do some contemplative thinking about what’s happening in the business, and invariably they end up with some ideas of things they’d like to do better – or new exciting ventures they’d like […]

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Fortnum launches new advice company for accountants

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Independently-owned advisory firm Fortnum Financial Group has launched a compelling business coaching and licensing offer for accountants with the firm predicting a wave of practitioners will rush to become licensed in the second half of 2015. New Fortnum subsidiary, Fortnum Professional Strategies will provide class of product licensing and a wide range of complementary services including […]

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The maximum value zone

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Many professional services firms are actively lifting service levels as a means of differentiation from the competition – and it is an excellent strategy that leads to a good business. The zone of maximum potential value for a services firm though is elevated service levels over and above the competitors as well as doing different things in […]

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What’s the point of all this business effort?

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Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically have an owner, or owners, who have clarity of purpose and that purpose sits at the heart of everything they do. I have written before […]

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