3 reasons clients love electronic engagement

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There are some great reasons to go digital in your advice process:  not least of which is that it gets rid of the “personal embarrassment” factor many consumers have when

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Creating a win-win is the key to successful networking

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The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills –

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5 steps to playing it safe

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How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the

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It’s not about you…it’s about the value

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Financial advisers often struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have

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Will you marry me?

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I have no idea what the actual statistics would be, but I am willing to wager that the success rate of popping the question “will you marry me?” onto a

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Virtue celebrates 21st anniversary…& calls for pragmatic approach to FoFA

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Dr Tony Virtue from Virtue and Partners is celebrating 21 years in the financial planning industry. Dr Virtue built the business – which was once a member firm of Associated

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FoFA winners & losers

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A few thoughts on the current state of play with FOFA Tranche 1 as it begins to be debated in Parliament. A helpful document from Treasury accompanying the draft legislation called

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