High-pressure sales tactics are a poor fit for today’s world
Sales is an important function for any business, which is why it’s critical to weed out the use of pushy tactics and replace them with a new way of thinking.
June 13, 2017
Easy to tell the best from the rest at Licensee Summit
Today, licensee businesses generally fall into two distinct groups: One is still talking about the need to change; the other has simply changed.
June 09, 2017
Licensee of the Year winners revealed at summit
CoreData and Professional Planner have named the winners of the 2017 Licensee of the Year Awards. Matrix Planning Solutions took home top honours.
June 09, 2017
From a ‘very bad start’ to Licensee of the Year: A winner’s tale
CoreData and Professional Planner’s Licensee of the Year explains the role of technology in turning its fate around.
June 09, 2017
Engage mind, body, spirit to improve mental health
Mental strain takes money away from your business. Learn what you can do to help staff manage the bad stress of work and life more productively.
June 08, 2017
Do’s and don’ts of estate planning
Comprehensive preparation for when a client passes involves far more than simply preparing a will. Here are some pointers for getting it right.
June 08, 2017
Centrepoint launches online application portal for new advisers
Centrepoint Alliance has launched a new online application portal to dramatically improve and streamline the transition process for new advisers applying to join the Centrepoint community. According to Karen Machovsky, Head of Advice Services at Centrepoint Alliance, the new portal enables advisers to transition more quickly and easily than previously possible. “Moving from one dealer
June 07, 2017
US residential market a better bet than Aussie housing
You can safely bet any margin of safety buying Australian property has vanished. This isn’t the case in the US, though. Peters MacGregor's Nathan Bell sees opportunity overseas.
June 07, 2017
Shadow Shopping Survey: Nothing sells like value
Better engagement but still areas to improve. That's the gist of the results from the Shadow Shopping Survey 2017, which were revealed at the Professional Planner Licensee Summit.
June 07, 2017
No substitute for a genuine focus on the best outcomes
In the struggle towards becoming a profession, legislated and regulated processes and standards are no substitute for a legitimate focus on outcomes in the client’s best interest.
June 07, 2017
