To know your customer is to serve your customer and your business
A wise strategy in a slow economy is to profile your ideal client and align your marketing and advice offering to this person. You will reap the benefits as market conditions improve. Steve Salvia writes.
May 02, 2016
Free-kick for cowboys a kick in the teeth for consumers
Angry … cynical … gobsmacked. All too tame, really, to describe the reaction of those who have welcomed and waited for professional standards reform and now have to wait years longer.
April 29, 2016
Kerr Neilson educating planners to fill the nation’s knowledge gap
Industry participants serious about the need for a well-educated profession are funding a scholarship program for students majoring in financial planning. Ben Power reports.
April 28, 2016
“Jaws on a spaceship”: Building a value proposition in four easy steps
Your business needs a pithy pitch that resonates with clients and sets you apart, or you will be sidelined. Anthony O’Brien writes.
April 28, 2016
You can’t just FANG it when investing clients’ funds overseas
Overseas investing should be an integral part of client portfolios, but there are some pitfalls to be aware of. Nathan Bell writes.
April 28, 2016
CPA ramps up advice offensive, but cautioned on overconfidence
CPA Australia Advice could be a real threat, but it doesn’t have a monopoly on professionalism and quality advice. Simon Swanson writes.
April 27, 2016
More women than expected are actively engaged as SMSF trustees
A comprehensive survey that asked men and women how confident they were in their skill to act as an SMSF trustee has flagged some surprising outcomes. Andrea Slattery writes.
April 27, 2016
Attendance up as FPA National Roadshow rolls into first locations
The FPA provides a convenient way to update on the latest industry developments and take advantage of networking opportunities and CPD points, and more.
April 27, 2016
Pursuing a business model that maintains your integrity
It may take reaching a crossroads and then a measure of patience, but your personal and professional ideals can meet. Jo Leggatt reports.
April 26, 2016
Corporate SMSF trustees save trouble and expense
Setting up a company to act as trustee of an SMSF from the get-go is easier than doing so later, but is still a good idea even then. Max Newnham also reveals a loophole that can reduce costs for clients.
April 26, 2016
Scholarship winners to upskill with aged care planning course
Aged care financial advice is a complex, high pressure area and Challenger recognises the growing need to support education and sponsor professional development. Ben Power reports.
April 26, 2016
Would the real financial planning profession please stand up?
Simon Hoyle dreams of the distant nirvana where the regulator will be irrelevant and individual professional responsibility will protect consumers.
April 22, 2016
