Business killers: Bad processes cost you clients
Old, cumbersome processes frustrate clients and staff alike. Here’s how to weed them out before they cost you valuable business.
January 12, 2017
Strategic or tactical: plans for taking on the index
Reviewing progress, successes – and failures – is an important part of preparing for next year. Let’s take a look at two different strategies for beating the index in 2017.
January 12, 2017
Brakes on bonds: don’t believe the hype
The right mix of fixed-interest investments in a client’s portfolio will shift as the interest rate cycle bottoms and turns in 2017. Take bond risks into account. By Alexandra Cain.
January 11, 2017
Make personalisation, 2017’s hot marketing fad, work for you
Personalisation is the craze getting the jump on the trendsetting field for 2017. But make sure you do it right, or you’ll just end up sending cyber-spam.
January 11, 2017
In position to make an impact on millions of lives
As chair of the FPSB council on a global level, and the FPA nationally, Neil Kendall knows that at this moment in time, he is part of a system with the power to change the course of many, many lives.
January 10, 2017
From tractors to trading models
When a typical life on the farm didn’t suit, Tonia Sanderson’s talent for analysis and attention to detail led her to a lasting career as a financial planner who earns her clients’ trust. Jo Leggatt writes
January 09, 2017
D.I.V.O.R.C.E.: spelling out the adviser’s role
Financial planners have an important part to play in determining the value of assets and the best investment strategy after a marriage dissolution. Alexandra Cain writes.
January 09, 2017
A year in review – as determined by Professional Planner readers
From January through to December, and using the most-read articles on the Professional Planner website as our guide, we look back over the key issues and events of 2016 as they unfolded.
January 06, 2017
Merry Christmas and Happy New Year to all ‘Professional Planner’ readers
We would like to take this opportunity to wish all of our readers a very Merry Christmas, a Happy New Year and prosperity in 2017 and beyond.
December 20, 2016
He needed his father’s business just when it needed him
Just when David Favero was looking for new challenges, industry-wide changes made new blood and new ideas a must for the family business. Jo Leggatt writes.
December 19, 2016
No shortcuts to good content but there is a path to follow
In the age of marketing overload, it’s a relentless challenge to compose engaging content that stands out; here are some basic principles that can make a difference. Anthony O’Brien explains.
December 19, 2016
