If you can learn how to drive a car, you can learn to manage your own money. That claim was recently made by the chief executive of a new fintech startup – BigFuture Pty Limited. The cloud-based wealth management service is on a mission to “democratise wealth...
I reckon financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn’t seem that excited about it. As with any change there are many advice licensees and practices that refuse to embrace anything new and evolve. No matter...
Great financial advice isn’t about the money – it’s about something much more meaningful. Great advice is about taking clients to places they haven’t been. Great advice is about helping clients manage their un-manageable things. Unfortunately though, when it comes to...
What’s your role? What do you do? How do you best describe your role when positioning what you do with clients, potential new prospects, or alliance partners? I’m especially interested to understand what you say in those first vital minutes of a meeting when you are...
In Part 1 of this series about the first five minutes of client meetings, I discussed the importance of “setting the context of the meeting” to effectively take control of important client engagement and progress meetings. The focus of Part 2 and second crucial...