Article list

Everything from Rachel Staggs - SRS Coaching and Consulting

5 Ways you can work better with your referral partners

From Rachel Staggs - SRS Coaching and Consulting

Most advisers have at least one or two referral partners; people who refer the odd client here and there. However, I know that what these advisers want are more robust

continue reading

13 Dec 2019

How to attract more affluent clients

From Rachel Staggs - SRS Coaching and Consulting

Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said,

continue reading

09 Apr 2015

Why trust should be your number one marketing focus right now

From Rachel Staggs - SRS Coaching and Consulting

The other day I was part of a meeting with several others. We were discussing the recent media attention about the industry and specifically about the Commonwealth Bank Financial Planning

continue reading

18 Jul 2014

Free Webinar: What Does A Quality Advice Business Look Like in 2013?

From Rachel Staggs - SRS Coaching and Consulting

This question as well as others will be answered by a leading panel of industry thought leaders; Jim Stackpool, Rachel Staggs, Bob Neill and Colin Williams during a live webinar

continue reading

30 Jan 2013

Branding your business

From Rachel Staggs - SRS Coaching and Consulting

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

continue reading

05 Dec 2012

Why didn’t you get the business?

From Rachel Staggs - SRS Coaching and Consulting

In my role as a specialist coach to Financial Advisers I get the privilege of speaking to your clients and finding out what they like and what they don’t like;

continue reading

19 Oct 2012

Earn CPD Points

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 [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]