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Industry What you need to know today to prepare for tomorrow.93 PostsGrowth There's a lot that goes into building an advice business that the client never sees. We do.110 PostsEfficiency Make your advice process faster, better, stronger.62 Posts
Growth There's a lot that goes into building an advice business that the client never sees. We do.110 Posts
Most ViewedMost LikesNewest TopicsMost RecentTagged:TagThis is tomorrow calling7 MIN READ Blake Briggs talks licensing, Treasury and moving on from "the big end of town." How the new Aged Care Act impacts advisers4 MIN READ Widespread changes to aged care rules are imminent. Is your practice ready? Search and destroy9 MIN READ Geoff Wilson discusses the bloody battle over Treasury's "stupid, illogical" tax proposal. What can you do that an AI can’t?1 MIN READ The Advisely Index’s top-ranked adviser, Conrad Francis, believes advice efficiency is all about focusing on your “high-ticket item”. Adviser salary guide: For what it's worth1 MIN READ What are the most surprising compensation and remuneration trends across advice in 2025? 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 outsourcing paradox8 MIN READ Here's how efficiency can become your greatest compliance risk. The bleak future of the CSLR2 MIN READ What happened at Shield and First Guardian should not be possible. Is the SOA worth the paper it’s written on?3 MIN READ At more than 50 pages in length, statements of advice (SoAs) in their current form have become unwieldy documents that take at least 6.5 hours to produce and which many clients will never fully read....Pretty hate machine7 MIN READ Shield, First Guardian and looking for bad apples in all the wrong places.
Themespractice management76clients65policy47technology35people23compliance19investments17marketing17customer experience16succession15research14advice production12qar10advice execution9career9legislation8ai7case study7xplan6automation5relationships5retention4client focus4Retirement4client engagement4insurance3advice servicing2client portal2workflow2SOA2Generational investing2software1engagment1
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.