There’s something about a burning smell that’s hard to ignore. Instinctively, that smell distracts us until we can locate the cause or origin. Which is why it’s SO important to address anything that might be ‘burning’ in the financial lives of our clients as soon as...
What do you reckon? Are those first five minutes of the advice conversation between adviser and client crucial? Or is that the time for good old-fashioned rapport building? In the past ‘advisers’ (or ‘product distributors’ or ‘salespeople’) focused those first five...
Why do your advice clients engage? For greater returns or greater certainty? I was reminded of this question looking at Google’s headlines last week with their ‘driver-less’ car? Did you see them? Google are making big promises about “changing our world” – what do you...
Life Insurance has to be sold mate! I have heard the above line often from financial planners and life agents claiming that without ‘sales tactics’ and ‘insurance commissions’ a lot of Australians would be in fair worse position than they are today if they hadn’t...
An advisory firm cannot perform at its peak when its clients are ‘owned’ by individual advisers or advice teams within the firm rather than by the advice firm itself. Individual ownership of advice relationships results in advice silos. Silos are problematic for a...