Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

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The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages of history in the new era of delivering exceptional client experience said Mentor Education Group Chairman Dr Jim Taggart. Commenting further Dr Taggart said “Of course […]

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Financial planning demands a lifelong commitment to client service beyond planner retirement says Mentor

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Buyer of Last Resort (BoLR) might be an excellent commercial life raft for the planner, but the subsequent on-sale and distribution of clients as ‘books of business’, are by far the worst possible outcomes for clients, a damning reflection on the planner and immensely damaging to the reputation of the advice industry as a whole said Mentor […]

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Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

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At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement, experienced financial planners are choosing to exit the industry instead said Mentor Education Group founder and Managing Director Dr Mark Sinclair. Commenting further Dr Sinclair […]

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Change is inevitable – but so is planner success through ‘grounded’ genuine client care and service

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The importance of interpersonal skills and structuring advice practices with highly focussed efficient frameworks that allow planners to develop deeper stronger relationships with clients continues to be a major priority for Mentor Education said founder and principal Dr Mark Sinclair. Dr Sinclair continued, “Of all professions, an individual can undertake as a trusted adviser, financial […]

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Modernize and do so quickly – but hammer in relationship fundamentals for planning business success says Mentor

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Mentor Education MD and Founder Dr Mark Sinclair expects many financial planners will at first be challenged and confronted by the dual message and theme of the group’s upcoming webinar this Wednesday morning – ‘Earning more in Financial Services – Business vrs Practice’. The webinar will advocate in the strongest terms (and language) for advice […]

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Mentor announces exclusive alliance with Suitebox to deliver industry excellence for consumers & advisers

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Mentor Education founder and MD Dr Mark Sinclair has announced an exclusive technology alliance and partnership with Suitebox. Mentor Education is leading the way in the financial services sector with a best of breed approach for the delivery and assessment of education and training programs. Financial Planners must become more tech savvy. The new generation […]

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Mentor Education enrolments reflect positive industry response to adviser education legislation says Dr Sinclair

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Mentor Education founder and MD Dr Mark Sinclair has announced that the passing into law of the federal government’s professional standards for financial advisers’ legislation earlier this month has been reflected in an immediate uplift in Mentor Education enrolments. “With the enacting of the legislation, the advice industry was lifted out of the ‘holding pattern’ […]

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Mentor Education and CoreData survey of industry standards to new financial planning education standards

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A ground-breaking survey of over 500 financial advisers has revealed that the majority of planners want a more professional industry underpinned by real and credible qualifications. The study, commissioned by leading private education provider Mentor Education, surveyed a broad cross-section of advice specialities including 400 financial planners, 86 accountants and 54 mortgage brokers. Key findings include: 55% of […]

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New industry standards body: Design it well to ensure adviser education and consumers come first

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“The Government’s proposed education and ethical standards body for financial advisers must be designed well to ensure adviser education and consumers come first”, says MD of Mentor Education, Dr Mark Sinclair. “The Government has just released a revised draft of legislation aimed at raising the Professional Standards of Financial Advisers. In it the Government has […]

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Focus on financial advice qualifications an overdue step; but beware, all degrees are not equal

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Australia’s largest privately-owned financial services training company has welcomed the Federal Government’s focus on enhanced academic qualifications but is concerned that exemptions for so-called ‘degree-equivalents’ potentially undermines the aim of improving financial advice for consumers. Mentor Education founder and principal, Dr. Mark Sinclair, said enhancing qualifications was a long overdue step, critical in underpinning the […]

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