Terry Bell

It’s never too early to get started on a succession plan

  For many financial advice businesses, the challenges of servicing clients, keeping staff happy, managing compliance and continued evolution and education mean succession planning...

Client engagement stagnant despite upward trend in financial planning staff numbers

Sunday, 8 February 2015
Financial planning practices have increased staff numbers in recent years, but this may not be increasing the number of client meetings,...

Who are the Best Practice finalists?

Tuesday, 30 July 2013
The quest to identify Australia’s best financial planning practice has produced a shortlist of finalists that demonstrate how regulatory...

Do you run the best planning practice?

Thursday, 30 May 2013
A panel of industry experts has been assembled to help identify the best financial planning practice in Australia. Professional...

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