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
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
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
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