Need for aged care & disability advice solutions has never been greater – demand set to increase

From

4.2 million Australians are disabled and of these, 1.4 million are severely disabled and all require guidance to navigate often overwhelming and confusing scenarios and solutions. They are often housed in Aged & Residential Care facilities, and knowledge about creating optimal solutions for them is a vital part of the model. This situation is about to […]

continue reading

Standing still is not an option for brokers determined to be successful practitioners in the future

From

Making sure the finance and mortgage broking industry continues to play its important role in the financial services sector is a crucial imperative for the long-term financial wellbeing of Australian consumers said Financial Consulting Australia’s principal Joe Mennea. The industry has made significant advances implementing improvements to standards and record keeping with much more to […]

continue reading

Mentor records enrolment increase with planners focussing on new era relevance & productivity growth  

From

Financial planners are responding positively to industry qualification requirements with Mentor Education recording a significant increase in enrolments across the leading RTO’s Diploma, Advanced Diploma, Master and Bachelor courses said the organisation’s founder and principal Dr Mark Sinclair. Commenting further, Dr Sinclair said interestingly, the focus of enquiries and industry qualification courses undertaken by planners […]

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 possible outcomes for clients, a damning reflection on the planner and immensely damaging to the reputation of the advice industry as a whole said Mentor […]

continue reading

Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

From

At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement, experienced financial planners are choosing to exit the industry instead said Mentor Education Group founder and Managing Director Dr Mark Sinclair. Commenting further Dr Sinclair […]

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 for Mentor Education said founder and principal Dr Mark Sinclair. Dr Sinclair continued, “Of all professions, an individual can undertake as a trusted adviser, financial […]

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 this Wednesday morning – ‘Earning more in Financial Services – Business vrs Practice’. The webinar will advocate in the strongest terms (and language) for advice […]

continue reading

Mentor announces exclusive alliance with Suitebox to deliver industry excellence for consumers & advisers

From

Mentor Education founder and MD Dr Mark Sinclair has announced an exclusive technology alliance and partnership with Suitebox. Mentor Education is leading the way in the financial services sector with a best of breed approach for the delivery and assessment of education and training programs. Financial Planners must become more tech savvy. The new generation […]

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 reflected in an immediate uplift in Mentor Education enrolments. “With the enacting of the legislation, the advice industry was lifted out of the ‘holding pattern’ […]

continue reading

Mentor Education and CoreData survey of industry standards to new financial planning education standards

From

A ground-breaking survey of over 500 financial advisers has revealed that the majority of planners want a more professional industry underpinned by real and credible qualifications. The study, commissioned by leading private education provider Mentor Education, surveyed a broad cross-section of advice specialities including 400 financial planners, 86 accountants and 54 mortgage brokers. Key findings include: 55% of […]

continue reading