Industry What you need to know today to prepare for tomorrow.88 PostsGrowth There's a lot that goes into building an advice business that the client never sees. We do.97 PostsEfficiency Make your advice process faster, better, stronger.61 Posts
Growth There's a lot that goes into building an advice business that the client never sees. We do.97 Posts
Most ViewedMost LikesNewest TopicsMost RecentTagged:TagWhy the QAR response feels like a win2 MIN READ A tiered approach still needs best practice to sit on top of it all. How "letting go" gave me a new lease on life3 MIN READ Not long ago, I made a career move that left many people in my circle scratching their heads. It sparked countless questions, but also taught be some very valuable lessons. The urgent need to reflect and reset3 MIN READ The last six months have been a serious test of resilience for me, but I've learned a few things that are applicable to everyone reading this. How the new Aged Care Act impacts advisers4 MIN READ Widespread changes to aged care rules are imminent. Is your practice ready? Micromanagement is out – trust is in2 MIN READ How do you lead a team in a flexible working world? The myth of the mammoth SOA1 MIN READ If the length of your SOA often puts ASIC's own guidance to shame, maybe regulation isn't the issue here. The seven friction points of retirement advice3 MIN READ Eliminating issues can significantly improve the adviser-client relationship and enhance retirees' financial security. The awkward moment when it's time to increase fees1 MIN READ How one shift in approach changed everything about how I handled the uncomfortable fee conversation. Growing your PY adviser3 MIN READ We're often asked how we retain our PY advisers after they complete the year, and the answer is simple. QAR ends not with a bang but a whimper3 MIN READ If the Government wants to cut red tape from advice, they might need bigger scissors.
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PlacesEfficiency Make your advice process faster, better, stronger.Growth There's a lot that goes into building an advice business that the client never sees. We do.Industry What you need to know today to prepare for tomorrow.Xplan Hub The tools you need to make the most out of Xplan.
