Business Excellence

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The key to innovation: listening to customers

From Tony Vidler - Adviser to the Advisers

One of the most successful companies in Australian manufacturing that has been operating since 1932 provided a great business lesson on the weekend, that revealed their secret to innovation in... Read more continue reading

28 Apr 2014

The Top 20 Marketing Kitbag Essentials

From Tony Vidler - Adviser to the Advisers

It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship... Read more continue reading

24 Apr 2014

Hot business tip number 8: Create a differentiated service offering (segment your client base)

From Zurich Financial Services Australia

The pareto principle – aka the 80/20 rule – is a universal truth; the majority of your profit is derived from a subset of your total client base. Despite this... Read more continue reading

23 Apr 2014

When you should take online engagement offline

From Tony Vidler - Adviser to the Advisers

A frequently asked question by professionals who are relatively new to using digital marketing is “how do I take the online engagement offline into the real world?” Let’s assume for the... Read more continue reading

22 Apr 2014

Zenith responds to adviser needs with new website

From Zenith Investment Partners

Zenith Investment Partners (Zenith) has announced the release of its new look website that has been designed to help advisers accurately assess whether Zenith is the most suitable external research... Read more continue reading

17 Apr 2014

Video: Hot business tip number 7 – Change your approach to review meetings

From Zurich Financial Services Australia

There is an intrinsic link – confirmed by research – between the quality of the review process (as rated by clients) and the satisfaction and retention rates amongst those same... Read more continue reading

15 Apr 2014

Have you planned for productivity (output) or hard work (input)?

From Inside 80 Performance

In previous blogs (How is your team’s productivity? and Is your output as high as it could be?) we discussed how important it is to decrease effort levels in order to maximise productivity... Read more continue reading

14 Apr 2014

AMP Capital launches Adviser Resource Centre

From AMP

AMP Capital has launched a dedicated online resource centre to help financial advisers have more meaningful investment conversations with their clients. Housed on AMP Capital’s website, the Adviser Resource Centre... Read more continue reading

14 Apr 2014

6 Steps to being the “Go To” Adviser

From Tony Vidler - Adviser to the Advisers

“The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel. Socially surround your buyers... Read more continue reading

11 Apr 2014

Faster net speed boosts efficiency of financial service businesses

From FinaMetrica

Australians are accessing the internet at higher speeds, helping to improve the efficiency of online financial services businesses, according to FinaMetrica, an Australian business that has won a high profile international... Read more continue reading

11 Apr 2014

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CPD: Trust – the unseen foundation of ethical financial advice
Trust 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 implications
Imagine 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 psychology
Introduction 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 markets
China’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 [...]