To my mind, professionalism was best defined by Robert MC Brown – a unique champion of APES230, amongst other causes. Robert has said on many occasions that professionalism is acting in a manner that firstly respects the greater good of the general public, then the...
I was speaking last week with a purchaser of my latest book – Delivering Certainty. He says he enjoyed the book – thank you – BUT (there’s often a but…) he’s found that my proposed ‘Terms of Engagement’ letter used to engage the client didn’t contain enough “meat and...
Last week we talked about the financial advice climate heading into 2013, Kohler’s call to ‘Save Our Super’ and the challenges and opportunities this will present to all of us. Whether an opportunity or a challenge, one thing is clear – a self-managed super fund is...
Financial uncertainty is thriving. Thriving, almost out of control it seems, unlike any period in our current generation. It’s largely due to the lack of leadership. It’s tricky being a leaders when things are uncertain. Whilst we can have little effect on the...
Too many people who know too little about the day to day job of providing financial advice are placing too much emphasis on finding the ‘magic’ or ‘right’ value proposition that is somehow going to convince your clients to work with you and pay your fees. “How can you...