Create more channels for faster paths to success
Be wary of an agency urging you to focus on any single medium. Tailoring the message for the most clients means having many touchpoints.
February 05, 2018
It’s a matter of survival
If your clients are happy, you may wonder what professionalising the industry has to do with you. Simon Hoyle has a few final thoughts on the subject.
February 02, 2018
Simon Hoyle signs off
After 10 years, Professional Planner's longest-standing editor pens his final column, on how the industry is now on the path to professionalism. But there's still work to be done.
February 02, 2018
SMSFs ‘fashionable’ to a fault
Two leading practice directors say many funds being opened are not in the best interests of the client, who is often better off choosing another option.
February 01, 2018
Kerr Neilson knows the power, and limits, of giving
For the Platinum Asset Management co-founder, there are only a few basic rules for philanthropy.
February 01, 2018
How to qualify for the downsizer contribution
The new legislation details seven conditions people must satisfy to be eligible to contribute to their account the proceeds from the sale of their primary residence.
January 31, 2018
Trust is more than just a virtue
That rapport between client and adviser doesn’t come about by magic. Research has explored the structures professionals must have in place to maintain effective relationships.
January 31, 2018
Back to school: Preparing for the incoming education standards
The potential new degree requirements for advisers have put the entire industry on notice. Everyone from licensees to the families of financial planners is studying what will happe
January 30, 2018
Dad taught the value of independence
Claire Mackay’s father made her work outside the family firm first. Now she values standing on her own in more ways than one.
January 29, 2018
Stick with that good strategy from last year
Just because the calendar has turned over doesn’t mean you need to throw out what worked in 2017 and pump money into kicking off something new.
January 29, 2018
