Reducing Dependency – Building Great Advice Firms

Reducing Dependency – Building Great Advice Firms

I know the problem with my golf game. The guy holding the club. My instincts want to hit the ball too hard because my ridiculous golf brain believes ‘bigger is better’. On the odd occasion when my instincts produce a great shot, it’s usually a fluke....
How to Grow Profits

How to Grow Profits

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...
Advice is Not About Goals

Advice is Not About Goals

  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

The problem with super is super

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 – The consequences of ‘good advice’

Amazon Advice – The consequences of ‘good advice’

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...
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