3 steps for mastering the recruitment challenge – part 1

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2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of... Read more continue reading

Dining out more important than protecting lifestyle

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Australians would prefer to spend extra income dining out rather than taking out or upgrading life insurance to protect their lifestyle and financial commitments, according to a nationwide poll conducted... Read more continue reading

Branding your business

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Rebranding is not to be undertaken lightly. When asked when a business shouldn’t undergo a full rebrand, Kevin Roberts, Chief Executive Worldwide of advertising giant Saatchi & Saatchi, replies: “Almost... Read more continue reading

Paraplanning – How to get outsourcing to work for your business

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As the number of outsourced paraplanning service providers in the market increases, so too do the options available to Financial Planning businesses to find a solution that works best for... Read more continue reading

Women on top when it comes to planning for the future

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Women may feel less comfortable with money than men, but in reality they are more in control of their financial futures than their male counterparts.  This is one of the... Read more continue reading

Dire level of savings nothing to give thanks about

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Thanksgiving may not be a national celebration in Australia, but an exploration of US and Australian attitudes towards savings and debt shows that, when it comes to planning for our... Read more continue reading

Top social entrepreneurs call for Government support

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“Social entrepreneurship can relieve Government of the financial burden of supporting the socially disadvantaged, while still making a profit and creating jobs, but the key to success lies in persistence... Read more continue reading

Male and female satisfaction with financial advisers diverges

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Client satisfaction with their financial adviser has declined over the last six months, largely driven by falling satisfaction among male clients, according to the latest Lifeplan ICFS Financial Advice Satisfaction... Read more continue reading

No seriously, it’s not you–it’s me!

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Welcome to the latest CPD article from Ray Griffin in which he explores what for some is the most difficult thing to do in professional practice – to ‘let a... Read more continue reading

10 steps to find the right paraplanning mix for your business

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As we head toward 2013, many advisers may be taking some time to review their business plan, their business goals and the business’s resourcing requirements.  Paraplanning is a vital, yet... Read more continue reading