Opinion
Providing ongoing service
Clients should be able to engage a financial adviser and feel assured that they will receive financial advice that is in their best interest and that ...
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Opinion
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Being a profession is different to being professional
I couldn’t help but think of what it is that is holding us back from becoming a profession. On face value we seem to be heading in the right directi...
How to stop wasting time
Taking the time to understand and introduce a client engagement process that is modern and efficient can make an enormous difference to your practice....
Why 'simple' is innovation in the life insurance industry
We live in an age where the pace of change in innovation is accelerating and ‘simple’ is not often a word that is used to describe new technology....
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Opinion
Selecting the right licensee
Recent developments in the regulatory space and the advice industry point to the importance of carefully evaluating the historical record and operatin...
Opinion
Getting finance ready
While there are still plenty of great opportunities out there for home buyers and investors, it is timely to share what we are seeing from a lending a...
Opinion
The importance of mindset
Do you think that people can grow? Not physically but mentally. Can people enhance their skills irrespective of age? Or, do you believe that ‘you ar...
Opinion
Leadership after the Hayne commission
The banking royal commission has been tough on financial services, and as the industry navigates its way through the changes that will come about when...
