Remember how we used to buy memories? We’d buy some film for our camera. While we don’t buy film anymore, we still value memories. In fact, we value and share memories more than ever – about 300 million photos uploaded every day. That growth wasn’t anticipated,...
I was running one of my one-day advice workshops the other day in Brisbane. We were talking about the calculation and pitching of advice fees in second and subsequent years when one of the attendees, an ex-ANZ Private Banker, made a comment along the lines of...
Most firms that engage our consulting services want three outcomes: to build a business that is independent of any one person’s personal efforts in the areas of sales, administration, advice or management; to grow a community of ideal clients who value their services...
It’s ironic that many financial planners may have failed to financially plan for the most important future of all – their own. Change is coming It matters little which stance you take in the debates about commission. The greed behind the global financial crisis, the...