Advisers need to listen and show empathy says Perth adviser Jason Featherby. Spending time with the family and keeping up with your hobbies helps advisers stay balanced and maintain this level of engagement, the Knight Financial boss believes.
Nina HendySeptember 28, 2020
On a global webinar with an audience of 1,000 CFPs, Newcastle planner Adele Martin revealed the most important things to remember before taking an advice business wholly online.
Tahn SharpeSeptember 24, 2020
After her father got her interested in the stock market, Kellie Davidson started gravitating towards investing before deciding to "make a difference" in financial planning. As one of the nation's leading advisers, she's keen to pay it forward with pro-bono and charitable work.
Nina HendySeptember 18, 2020
After coming out of the last recession with wind in his sails, Cameron Harrison Private managing partner Paul Ashworth reckons he has the experience - and the talent around him - to navigate this one.
Nina HendySeptember 10, 2020
The lack of separation between work and home life has taken some getting used to for Shadforth adviser John Rowbottam, but he isn't complaining.
Nina HendySeptember 2, 2020