I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
I can still see the surprised looks on their faces. It was November 1989, during a three-day “Agent As A BusinessPerson” workshop MLC asked me to design and facilitate. One of the last sessions for the twenty-five accountants and financial planners had...
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
Amazon Advice is coming to a screen near you. It is already happening. Wesfarmers recently bought a large telehealth business – Instantscripts – for $135m. This purchase was in addition to the company’s $1B acquisition of the Priceline Pharmacy chain...