Equity Trustees signals growth intentions as it celebrates 125 years of operation

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As Equity Trustees Ltd marks the 125th Anniversary of the founding of the company, it remains committed to expanding its services and bringing them to a wider client base, says Mr Robin Burns, managing director. He says that the services provided by Equity Trustees are even more relevant today than they were when the company […]

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Tough trading times for business

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There was a further easing in economy-wide spending in August after temporary stimulus boosted spending in May and June. After sliding 5.4 per cent in seasonally adjusted terms in July, the Commonwealth Bank Business Sales Indicator (BSI) fell a further 0.4 per cent in August. The BSI had lifted 3.3 per cent in June and […]

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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 was witness to at IPAC Securities…a business that uniformly adopted a GBP process in the late 90s.  To refresh your memories, please see below. For […]

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Why businesses fail

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Data from Westpac indicates that 53% of small to medium-sized enterprises (SME) fail within the first 3 years. Research suggests that 66% of business collapse is due to financial difficulties associated with poor financial management. According to Dun & Bradstreet reports, “Businesses with fewer than 20 employees have only a 37% chance of surviving four […]

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Benefiting from the latest Google changes

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We should all know by now that website content is important for our visitors as well as the search engines, but recent changes by Google could give smart financial advisers an advantage. The online space is getting more competitive every day when it comes to financial services websites. There is competition from other financial services […]

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Tips for financial advisers buying internet leads

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Internet leads require a completely different approach to leads provided by referral partners or existing clients. When receiving leads from referral partners you are generally not competing against anyone else for the business.  Instead the referral partner has identified a potential need, and it is your job to explore that need with the general target […]

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Does your website benefit your ego or your business?

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Over the years I’ve had plenty of advisers tell me that websites just don’t work for financial advisers and planners. When I ask them why, they’ll generally tell me about their website which cost them thousands of dollars yet hasn’t delivered a single lead. After such an encounter, I’ll always make the effort to check […]

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Online enquiry forms

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As a financial adviser, why do you have a website?  Some of you will say it’s about branding or profile building, but ultimately it is to attract leads. Once your website has gained the lead, then it’s your job to convert that lead into a happy – and profitable – client. Getting prospective clients to […]

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New Carbon Tax: More or less certainty?

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Details on proposed Carbon Tax The Federal Government has proposed a new tax on carbon emissions of $23 a tonne to apply to 500 of the biggest corporate emitters from July 2012. The aim of the tax is to increase the price of goods produced by carbon-intensive industries and thus change behaviour of consumers and […]

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CommSec: Unemployment rate is a good indicator of job market health

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Labour force The unemployment rate was unchanged at 4.9 per cent in June. The participation rate edged up from 65.5 per cent to 65.6 per cent. The working age population rose by 19,600. Employment rose by 23,400 people in June. Economists had tipped job gains of around 15,000. But the May result was sharply revised […]

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