Your FREE service is a barrier to getting the right business

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Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe it. Nothing worthwhile is “free”. […]

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Financial stress costs Australian businesses $31.1bn in lost revenue

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AMP’s Financial Wellness report has found financial stress impacts two in five Australian workers during their careers, with nearly half feeling financially stressed for an average of six and a half years or more. According to the report, there are currently 2.44 million Australians suffering from financial stress and this is having a significant impact […]

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An open letter to business leaders

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Each year, I write to the companies in which BlackRock invests on behalf of our clients, the majority of whom have decades-long horizons and are planning for retirement. As a fiduciary to these clients, who are the owners of your company, we advocate for practices that we believe will drive sustainable, long-term growth and profitability. […]

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How to find your Niche

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Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something that other people value and will pay you for. It is not a simple thing to define…and many professionals fall into the trap of doing what all […]

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Research shows that budgeting and cashflow management the top advice priority for younger Australians

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Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more than 1000 Australians. Gen Z (66 per cent), Gen Y (60 per cent) and Gen X (40 per cent) all cited budgeting and cashflow management […]

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New whitepaper reveals CFOs accountable for natural catastrophe loses in the year ahead

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When natural disaster catches a company under-prepared, the chief financial officer is increasingly on the hot seat to break the bad financial news to shareholders and investors. That according to a new FM Global whitepaper, Master the Disaster: Why CFOs Must Initiate Natural Catastrophe Preparedness in 2019 and Beyond, based on an analysis of 10-K filings […]

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Why settle for average?

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Advisers frequently settle for being average, and it is definitely not because they want to be average, but because they don’t really know what it takes to elevate their performance exponentially. They often ask how one professional can be so much more successful than they are and assume that there is some magic at work. […]

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Proud to be an Adviser – Part one – Jenny Brown

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I often get asked why I love being a financial adviser – well the answer is simple, I get to help our clients every day of the year.  Along with my awesome team we are able to make such a difference in the lives of our clients whether it be when we get to help […]

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AMP launches new ‘Financial Help Hub’ to educate consumers about managing money

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Navigating the complex world of day-to-day banking and finance has been made easier with the launch of AMP’s new ‘financial help hub.’ The website is a one-stop-shop for financial education, with tools and tips to help better understand money, investing and planning for retirement. AMP’s Director of Strategic Marketing and Customer Experience Lara Bourguignon said […]

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Adviser soft skills need to remain a priority: MetLife  

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As the financial advice industry puts the spotlight on adviser education and technical competency with the release of the FASEA revised standards, soft skills remain a priority for clients, according to research from MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined attitudes to purchasing life insurance through a financial adviser, surveying consumers and small to medium […]

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