Dropping the ‘F Bomb’

From

Settle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of course ‘Fees’ and this latest paper is designed to help you discuss your fees with clients. For very many advisers the prospect of speaking about

continue reading

Budgeting in the real world

From

In his most recent CPD paper Running your business part 1, AdviserVoice Director, Ray Griffin, discussed the vitally important need for financial advice business owners to develop an instinctive understanding of their business cash flow. In part 2 of this CPD mini-series, Ray looks much more closely at how to model your business budget in

continue reading

Running your business part 1

From

Managing other people’s money is what you do, but how do you stack up in terms of managing your own money? In this article, the next in Ray Griffin’s CPD series, Ray asks to you to get up close and personal with your business expenses and revenue budgets. He’ll ask you the tough questions to

continue reading

FoFA readiness – how are large licensees approaching it?

From

FoFA – the mere utterance of the acronym seems enough to send shivers down the spine of anyone providing financial advice in Australia. At least that’s what you might conclude if you happened upon any article on the Future of Financial Advice Reform legislation. Scan the headlines and it’s rare to find positive commentary much

continue reading

Swotting up

From

Welcome to the second in our AdviserVoice mini-series of CPD sessions that are designed to get you straight to the heart of key business management issues with learning outcomes in a timely manner. In this edition, Ray discusses the benefits and ‘how to’ of conducting a SWOT analysis on your business (or your planned business) as

continue reading

Businesses get FoFA ready

From

When stepping back from the daily FoFA headlines, what is really happening on a daily basis with businesses as they ready themselves for the latest round of legislative reform? This is the first of two articles on how licensees are coping with the potential impact of the Future of Financial Advice Reforms that have been

continue reading

Behavioural profiling & business vision

From

Welcome to a new 6 edition Mini-Series of CPD available only on AdviserVoice which addresses issues that confront financial planning businesses large and small each and every day. In the first in the series, former financial planning business owner Ray Griffin, who built and sold a successful advice  business, discusses some of the more fundamental

continue reading