Industry What you need to know today to prepare for tomorrow.82 PostsGrowth There's a lot that goes into building an advice business that the client never sees. We do.85 PostsEfficiency Make your advice process faster, better, stronger.59 Posts
Growth There's a lot that goes into building an advice business that the client never sees. We do.85 Posts
Most ViewedMost LikesNewest TopicsMost RecentTagged:TagThe $3m super tax won’t just impact billionaires3 MIN READ Even if it was only meant to target a narrow cohort, Div 296 has exposed a much broader cross-section of Australians. And advisers will now have to navigate it. Guide available now: Connect the dots1 MIN READ Need a referral system that actually brings in new clients? This guide shows you how to build it. Why I strongly suggest you take on a PY adviser5 MIN READ Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process. Don't just find clients – find the right clients2 MIN READ In the financial planning world, success isn’t about working with just anyone. The psychology of client engagement1 MIN READ If you've ever spent any time awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process. When the engine stalls2 MIN READ The back office is essential to the client experience – but us advisers don’t always make it easy for them. Why I'm dipping my toes into private markets3 MIN READ Once the sole domain of institutions and the ultra-wealthy, private markets are now getting attention from everyday advisers. Do the benefits outweigh the risks? Reclaim capacity without blowing everything up3 MIN READ Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem. The motivation to sell2 MIN READ There will be an unprecedented number of advisers looking to sell over the next 10 years, so how can prospective buyers prepare? 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.
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