On Practice

Risk & Insurance

It’s not churn, it’s a pandemic

Clients are dialling back insurance because we're in the middle of a pandemic-fuelled recession. This has nothing to do with churning, advisers say, so why should they be penalised?

Tahn SharpeJuly 13, 2020

On Practice

The value of advice: A playbook

By bringing the conversation back to the question of whether clients are on track to achieving their goals and showing them visually using cash-flow modelling, you will have a better chance of keeping them engaged and disciplined, David Haintz writes.

David HaintzJuly 9, 2020

On Practice

Advice practice valuations to soar in ‘3 to 5 years’

The industry may seem out of sorts now, but advice businesses are still the preferred assets in the financial services community and will be even more coveted in a few years according to Tim Lane.

Tahn SharpeJune 22, 2020

On Practice

The post pandemic advice practice: 5 areas that will change

General manager of Sydney-headquartered advice licensee Profile Financial Services Lena Ridley shares some of the insights from her recent involvement at Professional Planner's Licensee Summit - the top five areas savvy practice owners can adapt in a post-Covid business operating environment.

Lena RidleyJune 19, 2020

Risk & Insurance

Claims advocacy ripe for regulatory reform

It’s arguably the most important service an insurance adviser provides, yet there is no regulation around the provision of claims advocacy and it is rarely written into advice contracts.

Tahn SharpeMay 27, 2020

On Practice

Advice in a crisis (or any other day)

At its essence, advice should be about spending less time putting out fires and talking about investment products and market performance and more time inspiring your clients and empowering your business, writes David Haintz.

David HaintzMay 14, 2020

On Practice

Revenue concerns peak for advisers: Live data

Expected monthly revenue dropped markedly – from minus 14pc to minus 19pc – this week according to an ongoing study conducted by Investment Trends, which also revealed a remarkable consistency in when advisers think the lockdown measures will end.

Tahn SharpeMay 14, 2020

On Practice

Let’s lead clients out of this crisis

If there is ever a time for advisers to stand up and demonstrate their value, surely it is during a crisis. Paul Barrett writes.

Paul BarrettMay 7, 2020

<1of162>