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Everything from The Dawson Partnership

New SLICE survey: people management strategies in financial advice practices

From The Dawson Partnership

The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial

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11 Mar 2014

Five tips to help you choose a recruiter

From The Dawson Partnership

Recruiters can be a valuable partner in helping you bring the right people in to your business however there are a few things you should keep in mind when considering

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30 Jan 2014

Less heat in FOFA, employee numbers static, focus on training – results of the SLICE survey

From The Dawson Partnership

FOFA The inaugural SLICE financial planning survey has revealed that only 9% of respondents thought that the introduction of FOFA has negatively impacted on their business growth in terms of

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17 Dec 2013

Five tips for surviving curve ball interviews

From The Dawson Partnership

Curve ball interviews can be not only unsettling but unhinge you to the extent that your chances of getting the job you had your heart and souls invested in are

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28 Aug 2013

Five tips to get your interview strategy right

From The Dawson Partnership

The job you want is within your grasp and all you have to do is get through the interview. To make sure that you are best placed to get yourself

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20 Aug 2013

Combating the number one threat to wealth management businesses

From The Dawson Partnership

Of all the threats to wealth management businesses a wrong hiring decision ranks at the front of the queue, as non-performing employees can soon become ‘the enemy within’ causing considerable

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15 Jul 2013

Mastering the recruitment challenge #3

From The Dawson Partnership

In parts One and Two, I discussed how to design and implement an effective recruitment campaign and the resources that you can draw on. In Part Three, I look at

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27 Feb 2013

Mastering the recruitment challenge #2

From The Dawson Partnership

In Part One (published 10 December 2012) I discussed some of the issues you should consider when planning a recruitment campaign. The first two steps covered conducting an analysis/ review

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21 Jan 2013

3 steps for mastering the recruitment challenge – part 1

From The Dawson Partnership

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

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10 Dec 2012

Recruitment advisers offer cost effective alternative

From The Dawson Partnership

Recruitment of new staff can be one of the most time consuming and costly issues facing business owners. Traditionally, choosing how to recruit new staff has been limited to either

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01 Aug 2011

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 [...]