Blog Post
Terry-Bell
Advisely Partner
4 months agoAstutely observed and well communicated Anne. It's long been a mantra of Business Health's that - revenue for revenue's sake doesn't work in the long term (you don't eat revenue is one of our partner's favorite pieces of advice to his clients). But it has to be sustainable (profitable)! Keep fighting the good fight Anne. Best, Terry.
Related Content
katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...
7 months ago72Views
1like
2Comments
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen?
You no longer n...
2 months ago74Views
2likes
1Comment
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...
4 months ago66Views
3likes
2Comments
An efficient advice process doesn't mean much without the compliance rigour to back it up – especially when AFCA comes knocking.
2 years ago611Views
0likes
0Comments