All Articles tagged with 'Susan Rochester'

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Slice 3 Survey Results

From The Dawson Partnership & Balance at Work

Financial Planners shun social media focusing on building client referral strategies The aim of the SLICE survey, which runs 3 times a year (each time on a different theme) is

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10 Sep 2014

Don’t let fraudsters sabotage your businesses

From The Dawson Partnership & Balance at Work

The threat of people fraudulently representing themselves using creative licence is real and is evidenced in up to one in five resumes including false and misleading information that is designed

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28 Jul 2014

Recruitment costs too much – Financial planning practices going it alone with costly consequences

From The Dawson Partnership & Balance at Work

The SLICE survey conducted by Peter Dawson of the Dawson Partnership and Susan Rochester of Balance at Work found that financial planners are averse to using recruiters as they believe

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22 Jul 2014

Slice 2 Survey results: planners have their say

From The Dawson Partnership & Balance at Work

The aim of the SLICE survey is to provide financial planning practices with an opportunity to share their views and insights with their peers and build an understanding of the

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01 May 2014

New SLICE survey: people management strategies in financial advice practices

From The Dawson Partnership

The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial

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11 Mar 2014

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]