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

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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

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

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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

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

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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

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

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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,

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

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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

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

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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

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

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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

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

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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

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

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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

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New industry standards body: Design it well to ensure adviser education and consumers come first

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“The Government’s proposed education and ethical standards body for financial advisers must be designed well to ensure adviser education and consumers come first”, says MD of Mentor Education, Dr Mark

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