Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
Back in 2007, a few great advice firms, like Troy MacMillan’s The Wealth Designers, based in West Perth, Greg Keady and Jeff Wain’s Melbourne Private Wealth, based in South Yarra, and Brian Pert’s Pert and Associates, based in Southport, were being innovative with...
IPA Executive Director John Roskam’s article “Paternalism Enshrined” was published in the Australian Financial Review on 6 May 2011. In it, he makes some good points regarding the proposed regulation of financial advisers under Future of Financial Advice (FOFA)...
As discussed last week, Advice Mapping is an important piece in the engagement, the articulation of your value, and the management of your advice clients. We also pointed out that the first crucial steps for you to implement Advice Mapping are to read up on mind...
A picture paints a thousand words, right? If your firm can learn to capture the essence of a client’s financial life in a picture on a single page, and then use that one page for every client meeting as the driving document underpinning your advice relationship, I...
