A guide to the Professional Planner August 2012 edition and links to authors and additional content.
05 – from the editor
Cracking the code of good advice
Simon Hoyle – simon.hoyle@conexusfinancial.com.au
06 – wrap
A round-up of the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au
08 – advice in action
Getting runs on the board
Winning clients’ trust as a first step
14 – planner profile
It’s time
John McMurdo, Fitzpatricks Financial Group
20 – best practice
Time for a reality check in the referral relationship
Martin Mulcare – martin@scat.com.au
22 – the profession
Lack of trust is no conspiracy theory – it’s real
Robert MC Brown – rmcbrown@bigpond.net.au
24 – special report
Courage of conviction among ‘concentrated’ managers
To download a PDF of this Special Report, please click HERE
28 – cover story
Ten steps to bulletproof advice
Minimising complaints from clients, and defending them if they
get as far as FOS, is simple when there’s a roadmap to follow.
self-managed super
34 – Inflation a bigger headache for retirees than for workers
Tony Negline – tony@supercentral.com.au
To read an extended version of Tony Negline’s column, including charts, please click HERE
36 – International challenges and opportunities in super
Kelvin Boyd – kboyd@globalpensionsgroup.com
To download a PDF of this three-part series, please click HERE
38 – investing
Being responsible has never been so easy
40 – portfolio construction
Ignore the noise, and have a simple plan
opinion
42 – Mark Rantall
43 – Robbie Campo
44 – Graeme Colley
45 – Adam Smith
46 – final word
Leaving, on a jet plane – en route to Sardanapalia
