Are you noticing more and more discussion about being an ‘independent’ adviser? Specifically the section 923a of Corporation Law definition of independent. Hats off to those advisers committed to the s923a road – it certainly is one far less travelled. The pursuit of...
While money is the most pressing problem to all our clients, it’s surprising how few Australians are engaged in the financial advice industry. How can the same industry devoted to helping people make sound decisions around money turn everyone off so much? I believe...
If you can learn how to drive a car, you can learn to manage your own money. That claim was recently made by the chief executive of a new fintech startup – BigFuture Pty Limited. The cloud-based wealth management service is on a mission to “democratise wealth...
Great financial advice isn’t about the money – it’s about something much more meaningful. Great advice is about taking clients to places they haven’t been. Great advice is about helping clients manage their un-manageable things. Unfortunately though, when it comes to...
Accuracy is critically important when documenting and showing clients the progress they’re making towards removing complexity and increasing certainty in their financial lives. Professional advice can save clients a lot of money in a short period of time through tax...
What’s your role? What do you do? How do you best describe your role when positioning what you do with clients, potential new prospects, or alliance partners? I’m especially interested to understand what you say in those first vital minutes of a meeting when you are...