Whenever we talk about target marketing, or getting focused on a specific ideal client profile, people seem to think it becomes an “either/or” choice. One has to be focussed on... Read more continue reading
06
Aug
2015
Earn CPD Points
CPD: Trust – the unseen foundation of ethical financial adviceTrust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implicationsImagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychologyIntroduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global marketsChina’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]