Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

From

The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages

continue reading

Financial planning demands a lifelong commitment to client service beyond planner retirement says Mentor

From

Buyer of Last Resort (BoLR) might be an excellent commercial life raft for the planner, but the subsequent on-sale and distribution of clients as ‘books of business’, are by far the worst

continue reading

Change is inevitable – but so is planner success through ‘grounded’ genuine client care and service

From

The importance of interpersonal skills and structuring advice practices with highly focussed efficient frameworks that allow planners to develop deeper stronger relationships with clients continues to be a major priority

continue reading

Modernize and do so quickly – but hammer in relationship fundamentals for planning business success says Mentor

From

Mentor Education MD and Founder Dr Mark Sinclair expects many financial planners will at first be challenged and confronted by the dual message and theme of the group’s upcoming webinar

continue reading

Mentor Education enrolments reflect positive industry response to adviser education legislation says Dr Sinclair

From

Mentor Education founder and MD Dr Mark Sinclair has announced that the passing into law of the federal government’s professional standards for financial advisers’ legislation earlier this month has been

continue reading