A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
Seen the latest predictions for the Australian financial advice industry? Check it out – Deloitte’s – “Advice 2030 – The Big Shift” The main objective of ‘trend’ reports is to position the authors as experts. I’ve done it myself several times, starting...
Simon Senek’s book “Start With Why” is a phenomenon. Published in 2011, the book extolled that people don’t buy what you do. They buy why you do it. Sinek’s theory suggested that of the two methods of influencing behaviour, manipulation...
DISCOVERERS & EXPLORERS A great influencer of mine died last week. He was 95 – a close cousin of my father. He fought, laughed and played hard until his last tough weeks. A showman. A preacher. A rebel. A community-builder. Gawd, he could talk and boom his way...
These are interesting times. Interesting is probably an understatement, thanks to regulatory reform, ridiculous compliance guidelines, depleted advice talent, and increasing demands from teams and clients. Advisers don’t need more hassles – particularly...
I enjoy the New Philosopher. It is easy to read, provocative, and past editions are a reliable source when I need something to clear my head, which is getting more often. For instance, a recent article – The Courage to be Different – in Edition 38: Courage...
