June 2012: Digital Content

1 June 2012 15:53

Please click on the links below to access articles from Ray Henderson, Alan Shields, Robert MC Brown and Matt Linnert, along with a case study from Kelvin Boyd’s article on foreign super funds.

best practice
Ray Henderson sets out a simple guide to help practices
calculate the cost of delivering their services
CLICK HERE

hnwi
Success for any organisation lies in its customers,
and never more so than today, says Alan Shields
CLICK HERE

client psychology
How clients perceive your service is more to do with them
than it is to do with you, says Matt Linnert
CLICK HERE

the profession
Robert MC Brown says FoFA won’t be at the top of
the Coalition’s to-do list if they win power
CLICK HERE

self-managed super
Case study
This case study should be read in conjunction with the article on
pp 40-41 of the June 2012 edition of Professional Planner
CLICK HERE

Best Practice, Digital Content, help, practices

‘Data war’ a major roadblock to big productivity gains for advisers

Shield and First Guardian AFCA complaints almost 3500 amid awareness drive

Balance of power shifting back to licensees

CALI calls for insurer lead generation carve-out

‘Data war’ a major roadblock to big productivity gains for advisers

A standoff between platforms and advice businesses over who controls client data is holding back productivity gains that could transform the economics of advice. The Professional Planner Licensee Summit heard that platforms are sitting on client data that isn't theirs to keep and the industry can't reach its productivity potential until it changes.

Simon Hoyle

June 10, 2026