The importance of managing client expectations

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In his latest article for AdviserVoice, Ray Griffin discusses how certain words can create unrealistic expectations for clients that can only end in disappointment. Ray steps you through the danger

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Budgeting in the real world

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In his most recent CPD paper Running your business part 1, AdviserVoice Director, Ray Griffin, discussed the vitally important need for financial advice business owners to develop an instinctive understanding

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Running your business part 1

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Managing other people’s money is what you do, but how do you stack up in terms of managing your own money? In this article, the next in Ray Griffin’s CPD

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Swotting up

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Welcome to the second in our AdviserVoice mini-series of CPD sessions that are designed to get you straight to the heart of key business management issues with learning outcomes in a

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Businesses get FoFA ready

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When stepping back from the daily FoFA headlines, what is really happening on a daily basis with businesses as they ready themselves for the latest round of legislative reform? This

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Behavioural profiling & business vision

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Welcome to a new 6 edition Mini-Series of CPD available only on AdviserVoice which addresses issues that confront financial planning businesses large and small each and every day. In the

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Future2 opens cyclist registration for the 2012 Wheel Classic

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Call to cyclists!  Register now to ride with the 2012 Future2 Wheel Classic – 15-23 September, Sydney to Melbourne. For the third year, Future2 trustees Peter Bobbin and Ray Griffin

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Regulatory change not the only threat to advisers’ businesses

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Do you think the market and the changing legislation is the only threat?  Portfolio management is getting easier for all. Next time you’ve got a few minutes to spare, enter

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Are you playing Russian Roulette with your financial advice business?

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If you live in a so-called ‘advanced’ western economy, one word you’re going to hear a lot more of over the next decade or so is tax.  And you can

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Call goes out for 2012 Future2 Wheel Classic

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Planning for the 2012 Future2 Wheel Classic, the third annual cycle ride seeking to raise $100,000 for disadvantaged young Australians, is under way. Next year’s ride will be from Sydney

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