As the planner exodus continues, Professional Planner talks to Jeremy Wright, a 59-year old insurance adviser set to abandon his ASIC registration on January 1, 2021. “This is like a bloody communist state,” he says.
After tearing up a full travel itinerary last year, Jonathan Kilborn has had a chance to spend more time with clients and reflect on Cardena’s internal processes while his team has worked from home more, Nina Hendy writes.
During a candid discussion, the man who guided Australia through the 2019/20 fires revealed his own father’s untimely death while battling bushfires shocked him “to the core”, but the tragedy firmed his resolve to live a life serving the community.
These days the Ord Minnett founder runs his Boston Private Wealth advisory from the sunny clime of Sanctuary Cove. In the ultimate lifestyle play, he's swapped out the traditional urban commute for a 3-minute golf buggy cruise.
“Our industry is filled with jargon and constantly changing legislation," says Dean Ireland. The Elston Private Wealth adviser reckons clearly articulated, flexible plans are the key to keeping clients on board and engaged.
“The most important lesson for me is to control the things you can, and not let the things you can’t control stress you," says the Alteris adviser and partner. She admits, however, that it's often easier said than done.
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.