The Advice Gap

The Advice Gap

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
Dear Minister… fixing our broken advice market

Dear Minister… fixing our broken advice market

Dear Minister Jones, Congratulations on your appointment as Minister for financial services. I read your early plans with both hope and trepidation about your priority to address the hot mess that is the Australian advice marketplace. I understand the weight behind...
Is Bigger Better?

Is Bigger Better?

I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
What Makes An Ideal Advice Client – Part 6 – They Pay

What Makes An Ideal Advice Client – Part 6 – They Pay

During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
What Makes an Ideal Advice Client – Part 5 – Takes Advice

What Makes an Ideal Advice Client – Part 5 – Takes Advice

I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
What Makes an Ideal Advice Client – Part 3 – Complexities

What Makes an Ideal Advice Client – Part 3 – Complexities

I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
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