All forms of adviser remuneration are imperfect! (Part 2)

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Welcome to Part 2 of a paper by AdviserVoice’s Ray Griffin in which he argues that all forms of adviser fees are imperfect. In Part 1 he discussed hourly rates... Read more continue reading

Why we hate managing poor performers and what to do about it

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Having been an internal HR practitioner and now the owner of my own HR consulting business, I have been involved in managing poor performance many times. A client recently contacted... Read more continue reading

SUPERCentral launches estate planning training program

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What do financial planners and accountants have to do to meet the challenge of revenue loss resulting from government regulation and technological replacement of their customary roles? Financial planners are... Read more continue reading

Gen Y’s satisfaction with financial advice surges as advice index hits high

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In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older... Read more continue reading

Milliman/ Lonsec launch a new goals-based planner tool

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Just what are your client’s pre and post-retirement goals? Do they want to be able to leave some money to beneficiaries? Go on a long holiday? How much money will... Read more continue reading

The perfect time to ‘Make it Happen’ for your financial planning business, and earn CPD points, too.

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Over the month of May, Centuria Capital will be hosting ‘Make it Happen’- a series of free half-day seminars featuring guest-speakers; Vanessa Bennett (Financial services veteran, and coach/ business consultant... Read more continue reading

How to create the “AHA” with clients (and get TOTAL buy-in)

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It is tough in professional services to get clients to fully understand what you do, and where your knowledge and skills can make a difference in their lives.  Much of... Read more continue reading

Advice profession continues to weather unprecedented ‘perfect storm’ with many unable to respond

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Connect Financial Service Brokers (Connect) CEO Paul Tynan has referred to the current situation confronting the financial advice profession as the ‘perfect storm’ where advisers are unable to fulfil expansion... Read more continue reading

Hot business tip number 19: Improve your office environment

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A well laid out office can do wonders for team morale, productiveness, and health and wellbeing. Your office is also a powerful non-verbal message to your clients, saying much about... Read more continue reading

All forms of adviser remuneration are imperfect! (Part 1)

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In this, the first article in our special three part series, AdviserVoice Director and financial planning veteran Ray Griffin explores the often contentious issue of how advisers charge for their services.... Read more continue reading