In the eye of the storm financial planners steer a steady course

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Financial planning firms have weathered storms in the past, but nothing like what we are currently experiencing. In this challenging time advisers are faced with a raft of additional operational issues while keeping focused on their clients, providing them with the advice and support they require. The changing environment Throughout the industry there has been

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The storm sweeping across financial services

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Uncertainty stokes the flames of fear and that is particularly evident across the financial services sector with daily news of new Coronavirus infections recorded in Australia and other parts of the world. Closing businesses, restricting travel, being told to stay home and perceived mixed messaging has heightened anxiety amongst employees and their families. Talk of

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Futureproofing your retirement strategy

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There are two career events that can trigger acute anxiety: redundancy and retirement. While redundancy can bring with it some major challenges that shouldn’t be underestimated, these are invariably short term in nature occurring while we are looking for the next career opportunity. Retirement however marks a permanent shift in our lives and unless we

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It’s not just a job it’s your career (Part Two)

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Having invested time in developing a career strategy is one thing but making sure that you maintain your focus can be a significant challenge. Having the appropriate tools to help keep you on track is critical to your success in making progress throughout your career. The personal audit is a tool that can effectively anchor

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It’s not just a job, it’s your career (Part one)

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Futureproofing your career starts with a career strategy designed to not only provide you with a road map to help you secure the positions that you are seeking but establish a framework that will help you navigate your career direction, identify and harness opportunities that you might not have otherwise considered and help you meet

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Addressing the D word – Part two

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A well designed recruitment strategy will provide you with all the tools you will need to ensure that you hire the best fit candidate for your business. It should also provide you with a framework that will ensure that at each stage of the process you are not only on track but your implementation of

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Addressing the ‘D’ word – Part one

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Recruiting the best fit employees for your business brings with it a multitude of challenges at each stage of the recruitment process. Discrimination is one of those challenges and is an important issue that is often overlooked when putting together a recruitment strategy. Discrimination can occur during each stage of the recruitment process from the

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Using social media to recruit new employees

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Employers are increasingly using social media to source candidates with LinkedIn, Facebook and Twitter positioning them as an integral part of recruitment programs. Even those employers with extensive networks will draw on these social media websites to uncover relevant candidates, or to access and build on the candidate profiles they already have as a part

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Meeting the challenge of Next Gen financial planners

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Financial advice business owners are facing a raft of challenges in dealing with the new generation of financial planners who are not only very career focused but have expectations that can prove both challenging and confronting. No matter how we label them; Generation Z, iGen, or Post-Millennials, this generation comes with a healthy amount of

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2016 Financial Planning Remuneration Trends Survey results

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The Dawson Partnership Financial Planning Remuneration Trends Survey canvasses a broad range of institutional and independently owned financial planning companies that are surveyed on an annual basis. Respondents are located Australia wide and comprise of business owners, CEO’S, GM’s and HR managers who are responsible for remuneration settings in their respective businesses. Employee remuneration in

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