Opinion
Letter of initial engagement – Where the rubber hits the road
Most financial planners provide a substantial amount of free time and expertise in the early stages of the advice process for prospective clients, but...
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Opinion
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Why you need to get back to the essentials to keep customers
It’s not so long ago that we had to personally engage with customers to communicate, either via phone or face-to-face. Writing a letter was the last...
When can advisers recommend a switch to an in-house product?
There is a conflict any time a financial adviser recommends an in-house product, but the conflict can be managed. Write comment (12 Comments)...
Setting up your business for success this FY
With the stresses and strains of the end of the financial year passed, July is a great time for small business owners to reset and refocus for the yea...
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Opinion
The case for life insurance commissions
Kenneth Hayne’s recommendation in relation to life insurance in his final report for the royal commission was clear: Commission caps should be furt...
Opinion
Help wanted – Advice needed
Less people in Australia are likely to get financial advice in the wake of the financial services royal commission – the inevitable consequence of i...
Opinion
5 credit repair secrets advisers need to know
If you want to provide the best service to your financially challenged clients, it’s important you understand credit repair so you can steer them in...
Opinion
A practical application of goals-based advice
For those advisers who don’t have a degree in psychology and just want to provide good and compliant advice to their clients, goals-based advice doe...
