Challenge and consider changing your licensee
- published on 17/05/2012
- 5
The professional obligations of financial planners trump those of their employers and should guide their behaviour in dealing with practices or processes that ... [more]
- Knowledge
- Insights
- Connections
Client Relationships
Shadow shopper reveals good, bad and ugly
- published on 08/05/2012
- 1
The Financial Planning Association’s (FPA) Beyond the Shadow Shopper road show has rolled into Sydney to tackle what chief executive Mark Rantall calls ... [more]
Insider recalls dark days for financial planning
- published on 03/05/2012
- 0
In 1995 the financial planning industry in Australia confronted a media firestorm, the likes of which it had not seen since the 1987 ... [more]
Consumers can’t tell good advice from bad
- published on 01/05/2012
- 0
The Australian Securities and Investments Commission (ASIC) shadow shopping research has uncovered an alarming inability among consumers to differentiate between good quality and ... [more]
Email still king but fees hold the aces for clients
- published on 03/04/2012
- 5
The ability to communicate with clients remains a key differentiator for financial planners, but fee structuring is the discussion advisers should really be ... [more]
Social media crucial to communication for planners
- published on 23/02/2012
- 0
Yesterday, dealer group Australian Financial Services (AFS) launched a mobile application that will enable it to communicate more effectively with its own advisers, ... [more]
Gloom but not all doom for Aussie investors
- published on 19/01/2012
- 0
Plunging consumer confidence is challenging financial planners with research finding that investors are now less confident about investment markets than they were during ... [more]
The art of negotiating deadlines
- published on 29/08/2011
- 0
Martin Mulcare says managing time frames better can often greatly reduce stress and produce better client outcomes. [more]
How social media can work for you
- published on 23/08/2011
- 0
Alan Shields explains how social media can be harnessed to enhance the quality of client relationships and says that while much of the ... [more]
Learn what really drives your clients
- published on 16/08/2011
- 0
Matt Linnertt says that as far as clients are concerned, "value" is about so much more than just money. [more]