Hot business tip number 19: Improve your office environment

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A well laid out office can do wonders for team morale, productiveness, and health and wellbeing. Your office is also a powerful non-verbal message to your clients, saying much about

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Hot business tip number 18: Make better use of technology in your business

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In a post FOFA world, efficiency is everything. And Zurich’s own research has told us that – overwhelmingly – advisers see the use of technology, especially mobile technology, as having

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Hot business tip number 16: Set up a Google account

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Most of us use some type of Google product everyday – whether it be their market leading search engine, watching a video on YouTube (Google owned) or finding our way

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Hot business tip number 15: Create stronger referral sources

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Without exception, leading advisers are adept at creating deep, suitable and profitable relationships with key referral partners. Whilst this can be a complex area, there are seven key principles which

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AFA announces new board

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The Association of Financial Advisers (AFA) announced its new Board of Directors (the Board) at the AFA National Adviser Conference in Cairns yesterday, with former AFA Treasurer, Deborah Kent, appointed

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Hot business tip no. 11: Run a program where staff drive improvements

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Getting your staff involved in driving continual improvement within your business is a win-win; often they are closer to many aspects of the business operations than you and so are better placed to

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Hot business tip no. 10: Develop a client retention strategy

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Acquiring a new client can be between 5 and 10 times more costly than retaining an existing one, meaning a retention strategy should be an essential part of your business

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Top PIS advisers nominated again for industry award

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Leading Professional Investment Services practices JBS Financial Strategists and Evalesco Financial Services have been nominated for best financial planning website in the Financial Standard MAX Awards. The MAX Award criteria

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Hot business tip number 9: Set up a Board of Advice

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Typically, more than 80% of shortlisted practices in the Adviser of the Year Award use a Board of Advice (BoA). But whilst the objectives of establishing a BoA are generally

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Hot business tip number 8: Create a differentiated service offering (segment your client base)

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The pareto principle – aka the 80/20 rule – is a universal truth; the majority of your profit is derived from a subset of your total client base. Despite this

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