Kick-start your marketing without breaking the budget
So many marketing channels, so little time. Anthony O’Brien explains the best marketing options for planners to use that are also affordable and practical.
May 08, 2016
Could you pick a successful active manager in a line-up?
If you feel like an underachiever, just compare yourself to two out of three active managers. Dixon Bainbridge has done just that, and feels much better for it.
May 08, 2016
For financial planners, good news is no news
Good practitioners rarely feature, but the media is doing the job that the financial planning profession should really be doing for itself in calling out bad behaviour. Simon Hoyle writes.
May 06, 2016
Coalition joins the Labor party on the dark side
The government has broken a long tradition of avoiding retrospective superannuation rule changes. Max Newnham reveals what that means for advisers.
May 05, 2016
UPDATED: Retrospective changes to super are just plain wrong
Dominic Alafaci says that it is "stupid and immoral" for the federal government to propose retrospective changes to superannuation via the 2016 Budget.
May 05, 2016
Budget 2016 – key technical and advice implications
Scott Morrison’s first Budget as federal treasurer has set out some significant advice and technical challenges for financial planners and their clients.
May 05, 2016
Top advisers reflect on the simple equation that underpins trust
Trust is essential to client relationships, so it’s profitable to examine how you incorporate the three main drivers of trust. Simon Hoyle writes.
May 04, 2016
A ritual in resilience: Five ways to improve your sales messaging
Just battering clients or potential clients with words won’t work. The more deliberate you are in all your sales interactions, the more efficient you will be in engaging clients. Anthony O’Brien offers strategies.
May 04, 2016
UPDATED: Budget 2016 – reaction and commentary
Treasurer Scott Morrison handed down his first Budget on Tuesday night and Professional Planner brings you all the industry reaction and commentary, updated as it comes to hand.
May 03, 2016
NAB joins with Deakin University to boost adviser education
NAB has joined with Deakin University through the Deakin Business School, DeakinPrime and DeakinDigital, to offer its advisers greater access to research and continued education, as part of its commitment to increasing professional standards in the financial planning industry. NAB’s Executive General Manager, Wealth Advice, Greg Miller, explained that today’s announcement allows advisers across NAB’s
May 03, 2016
The ‘accidental tourist’ building financial bridges
In a foray away from the coalface of financial planning, Tim Wedd missed the clients and the buzz from making a real difference in their lives. Jo Leggatt reports.
May 02, 2016
Gravity and oil – your most important return drivers
Not wanting to scaremonger, Roger Montgomery says now is a suitable time to question accepted wisdom and examine scenarios that might shake investors out of their slumber.
May 02, 2016
