[su_vimeo url="https://vimeo.com/297844276" width="680" height="480" class="video"] Presume, like me, you looking to buy a new car. I prefer Toyotas. Why? They do the job I need. They are reliable. They are everywhere. My twenty-something kids will be safe in them, they can't do too much damage to them, parts are not ridiculously...
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[embed]https://www.youtube.com/embed/3NL1l65JfT4[/embed]     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 future? It's not easy. The Royal Commission...
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[embed]https://youtu.be/4pCXySXeRLE?rel=0%20frameborder=0%20allowfullscreen/iframe[/embed]   For many inevitable reasons, traditional financial advice models are changing. To date, there have been two main aspects underpinning the delivery of personal financial advice. These two aspects have been the amount of money an individual has, and the financial products the individual requires.   Show us your...
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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. She's been a regular on our advice...
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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 like the drunk using the lamp-post - for support rather than...
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