The Value is the Journey

The Value is the Journey

I love trekking. I used to regard anyone walking with poles as a tad too keen. Now I’m one of those pole people. It is not just the poles. I’m discovering all sorts of great, weird stuff. For instance, I don’t know what it is, but I find the combination of conversing...
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 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 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...
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