Paying for financial advice is like paying for electricity. Really? Yes, according to Alan Kohler, Editor-In-Chief at InvestSmart.com.au. Alan knows a thing or two about investing. His web page offers lots of investment options with a who’s who of experienced people...
I didn’t hear much about value in the Banking Royal Commission reporting. Pity. Specifically, I didn’t hear much about the value Australians have been seeking in their financial lives from their bankers and advisers. Counsel assisting Mr Hodge QC came close to it when...
How do you know you’re having good financial advice conversations? What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track for your best possible financial...
Penny works within a busy accounting and financial planning firm in Brisbane. Raised and spent most of her adult life in the small country town near Toowoomba, she knows all about close-knit Australian communities and how important they can be for each other....
What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...