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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Building a real business in the professional advice market

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I concluded my second article in this series (Goals Based Planning – more than just a label – Adviser voice 9th July) by alluding to the staggering commercial gains I

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Budgeting in the real world

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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

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Goals based planning – more than just a label

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I concluded my earlier article (What’s in a name – Adviser voice 26th June) by flagging goals based planning (GBP) as an alternative financial planning process to the dominant yet

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Challenging circumstances can provide opportunties

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Greetings and a few thoughts on the current state of the profession from the perspective of a self-licensed adviser. Starting with FOFA, which after the fanfare of the original ministerial

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Behavioural profiling & business vision

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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

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Leading researcher added to AFA Adviser of the Year Judging Panel

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Dr Rebecca Shiels joins panel More rigour around best practice benchmarking Award enters its 9th year Leading researcher Dr Rebecca Shiels, Director of Research at Beaton Research and Consulting, has

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Operational Compliance – Can We Tick All the Pre-FoFA Boxes?

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While we don’t intend to debate the merits (or otherwise) of each component of the Future Of Financial Advice (FoFA) reforms in this article, like everyone who is truly committed

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‘Next Generation’ of financial advice shows industry the way ahead

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Leading wealth advisory firm Centric Wealth today announced an integrated new portfolio management approach that represents a step change in the delivery of professional financial advice in Australia. Years in

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SPAA responds to exposure draft on art and collectables

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SPAA supports move to amend the sole purpose test in the SIS Act to allow self managed super funds to invest in art, collectables and personal use assets. The Self

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