Lessons from Debt – a path to Advice?

Lessons from Debt – a path to Advice?

Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
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...
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 4 – Achieving More

What Makes an Ideal Advice Client – Part 4 – Achieving More

Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
High-Net-Worth’s? It’s time for a re-think…

High-Net-Worth’s? It’s time for a re-think…

William Francis Sutton was an American bank robber. When asked why he robbed banks, he allegedly responded: “…because that’s where the money is.” Medicine has used “Sutton’s Law” when training students as a metaphor to...
I can’t charge that!

I can’t charge that!

I’m an Elton John fan. Have been since about 1972 when he released Crocodile Rock. In early 2020, Anna and I saw him live in Coffs Harbour. I had bought front row seats for her birthday – Ok, really for me, as she isn’t as big a fan. While the seats...
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