4 things I wish I was told about goal setting

From

Goal setting. You’ve heard all the one liners….‘If you don’t know where you are going, you’ll end up someplace else’; ‘Fail to plan and you plan to fail’; ‘A goal is a... Read more continue reading

Advisers offered five golden tips for a successful presentation

From

President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio said financial advisers are turning to his communications consultancy in growing numbers seeking assistance and support to prepare... Read more continue reading

That word ‘sales’ – is it dead or being revitalised?

From

The mere mention of the words ‘sales’, ‘selling’ or ‘salesperson’ in financial services and it immediately generates a vision of a negative stereotype from a bygone era where a pushy,... Read more continue reading

Macquarie Life scoops three client service awards at AFA / Plan for Life – Life Company of the Year 2013

From

Macquarie Life has been recognised for its outstanding service to advisers and their clients at the AFA / Plan for Life – Life Company of the Year 2013 Awards, scooping... Read more continue reading

BT Financial Group releases tablets to bank planners

From

BT Financial Group has started one of the largest releases of tablets to bank financial planners – to deliver advice to clients anywhere and anytime. The release marks a revolution... Read more continue reading

How is your team’s productivity?

From

Do you know the natural pace of everyone in your team?  If you don’t, chances are your team is capable of giving you more output than it currently is. In... Read more continue reading

New SLICE survey: people management strategies in financial advice practices

From

The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial... Read more continue reading

Young advisers get on board the AstuteWheel

From

While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the... Read more continue reading

General Advice – Are you tempted?

From

The removal of the ban on conflicted remuneration for general advice in the proposed changes to the Future of Financial Advice (FoFA) legislation may provide new opportunities for financial advice... Read more continue reading

Synchron and Lander & Rogers rally to protect the livelihood of financial advisers

From

Leading licensee, Synchron and respected law firm, Lander & Rogers are rallying to protect the interests of Australian financial advisers by seeking amendments to the Corporations Law Act (the Act)... Read more continue reading