Risk Info - Advisers Failing to Seek Client Feedback. May 14, 2013. Risk Info - http://riskinfo.com.au/news/2013/05/14/advisers-failing-to-seek-client-feedback/ or Click here (PDF) - Click Here ( 352 KB )
	Risk Info - Top 5 Profit Drivers for Advice Businesses. Wed 01 May 2013. Risk Info - http://riskinfo.com.au/news/2013/04/30/top-5-profit-drivers-for-advice-businesses/ or Click here (PDF) - Click Here ( 511 KB )
	Client Ready 1 - What Australian Clients Are Thinking (PDF) - Click Here ( 1663 KB )
	Future Ready V - The Health of Australian Practices in 2012 (DOC) - Click Here ( 1067 KB )
	Risk Info - Advice Practice Health, Profits Falling. Wed 24 April 2013. Risk Info - http://riskinfo.com.au/news/2013/04/23/advice-practice-health-profits-falling/ or Click here (PDF) - Click Here ( 395 KB )
	Financial Standard - Advice practice profitability drops by 50%: survey Thursday, 18 April 2013 by Laura Millan Financial Standard - http://www.financialstandard.com.au/news/view/27000770/ or Click here (PDF) - Click Here ( 197 KB )
	Money Management - Planners failing to seek client feedback. Fri 15 Mar 2013 – Tim Stewart. http://www.moneymanagement.com.au/news/financial-planning/2013/planners-failing-to-seek-client-feedback or Click here (DOC) - Click Here ( 636 KB )
	Money Management - Planners must improve communication: AFA. Wed 13 Mar 2013 – Tim Stewart. http://www.moneymanagement.com.au/news/financial-planning/2013/afa-brad-fox-financial-planners-communication or Click here (DOC) - Click Here ( 713 KB )
	Risk Info - Advice Satisfaction High But Actual Referrals Low – Research. Wed 13 Mar 2013. Risk Info - http://riskinfo.com.au/news/2013/03/12/advice-satisfaction-high-but-actual-referrals-low-research/ or Click here (PDF) - Click Here ( 492 KB )
	Financial Standard - Adviser-client communication directly linked to profits: survey. By Laura Millan, Wed 13 Mar 2013. Financial Standard - http://www.financialstandard.com.au/news/view/26066434/ or Click here (PDF) - Click Here ( 274 KB )
	InvestorDaily - Advisers missing profit drivers: AFA white paper. By Aleks Vickovich, Wed 13 Mar 2013. Client feedback and review process key. Investor Daily - http://www.investordaily.com.au/16211.htm or Click here (DOC) - Click Here ( 333 KB )
	Financial Standard Daily News - Half of adviser practices in poor health: Securitor. Wednesday, 9 January 2013, By Mark Smith. hhttp://www.financialstandard.com.au/news/view/24793230 or Click here (DOC) - Click Here ( 559 KB )
	Investor Daily - Financial planning practice health plummets - By Chris Kennedy, Tuesday, 8 Jan 2013. http://www.investordaily.com/archive/15795.xml or Click here (DOC) - Click Here ( 439 KB )
	Compliance storm brewing for dealer groups - Money Management VOL 36 No 25 September, 2012 by Chris Kennedy. (PDF) - Click Here ( 614 KB )
	Too early for practice management as training component? Money Management 4 October, 2012 by Andrew Tsanadis (DOC) - Click Here ( 53 KB )
	Article on operational compliance in Australian financial services. Manual compliance systems are a real time waster - Professional Planner Magazine - Sep 2012 (PDF) - Click Here ( 278 KB )
	Professional Referral Relationships - Six Common Mistakes - Risk Info 18 July 2012. (DOC) - Click Here ( 27 KB )
	Financial planning practices not so healthy - Money Management - 27 April, 2012 Chris Kennedy (DOC) - Click Here ( 41 KB )
	Professional Planner - Issue 42 May 2012 - Nouns and Verbs (PDF) - Click Here ( 78 KB )
	riskinfo Weekly Update - Wednesday 18 January 2012 (DOC) - Click Here ( 389 KB )
	Secrets of Less Successful Advisers. Investment News, Dec 12, 2011. (PDF) - Click Here ( 1125 KB )
	Activities for 2012 - Financial Alert Monday, 5 December 2011 (DOC) - Click Here ( 118 KB )
	Niche and insto licensees to rule by 2020 Tuesday, 25 October 2011 11:20am By Elise Burgess - Financial Standard (DOC) - Click Here ( 41 KB )
	Investor Daily - Two distribution models in future based on different strengths. By Darin Tyson-Chan Tue 25 Oct 2011. Distribution models in 2020 will fall into one of two categories, according to a panel of financial planning heads. (DOC) - Click Here ( 41 KB )
	Enough of FoFA by Mario Modica,IFA Magazine Issue 565, August 2011. "The federal government's Future of Financial Advice reforms have been done to death and we still don't have draft legislation..." (DOC) - Click Here ( 2228 KB )
	Practice Health Index. Professional Planner June 2011. Industry Index published by Business Health Pty Ltd. (DOC) - Click Here ( 200 KB )
	There's no 'I' in 'team' by Rod Bertino, Business Health. Professional Planner, July 2011, p.56. >>Long-term success depends on your clients understanding that it's a group effort... (DOC) - Click Here ( 1921 KB )
	5 ways to build your practice value - Zurich Adviser Investments News July 2011 (DOC) - Click Here ( 54 KB )
	Financial Alert - Monday, 20 June 2011 (DOC) - Click Here ( 126 KB )
	How Well Prepared are Australian Practices for the Year Ahead? by T Bell, Business Health. RiskInfo Magazine, March 2001. >>What really is the state of health of Australian advice practices today? And how well placed are they to make any changes in order to survive, if not thrive?... (DOC) - Click Here ( 1738 KB )
	Making Money in Difficult Times by R Henderson, Business Health. Professional Planner, March 2011. >>"These are six simple ways that some have used to increase activity, revenue and profit."... (DOC) - Click Here ( 1940 KB )
	Adviser compliance procedures still wanting - Improvement needed in FOFA lead-up By Darin Tyson-Chan Investor Daily - Wed 16 Mar 2011 (DOC) - Click Here ( 287 KB )
	New Guardian boss unveils plans By Chris Kennedy, Money Management, March 2011 (DOC) - Click Here ( 733 KB )
	New business prospects overlooked - Adviser should ask for more referrals By Julie May, Mon 28 Feb 2011 - InvestorDaily (DOC) - Click Here ( 165 KB )
	Opportunities out there for client growth by Rod Bertino, Business Health. Money Management Magazine Jan 20, 2011. (PDF) - Click Here ( 1625 KB )
	Advisers should engage clients' children - By Julie May Wed 15 Dec 2010 - InvestorDaily.com.au (DOC) - Click Here ( 152 KB )
	Future focused dealer groups gain traction- By Julie May - Mon 13 Dec 2010 Investor Info (DOC) - Click Here ( 153 KB )
	Succession Planning, Survival of the Fittest. IFA Magazine, Issue 517/August 9-15, 2010. >>Why an effective succession plan can maximise the value of a business and at the same time ensure its survival... (DOC) - Click Here ( 8947 KB )
	Facing Your Moment of Truth by Rod Bertino. Professional Planner Magazine, Issue June-July 2010. >>Even though the pace of change in the advisory profession shows no real signs of abating, the anecdotal feedback confirms that market sentiment is slowly improving and confidence is on the rise... (DOC) - Click Here ( 1839 KB )
	Future Proofing Your Business, A viable business is built on its clients. Professional Planner Magazine, Issue June-July 2010, (Part 3 of 3) >>The third and final webinar in the Professional Planner/MLC series on future-proofing your business looked at building a viable and sustainable business practice... (DOC) - Click Here ( 7034 KB )
	Client reviews shouldn't be opt-inal, by Rod Bertino. Professional Planner, Issue November 2010. >>Planners who already run an effective client review process should not be concerned about one of the proposed regulatory changes... (PDF) - Click Here ( 2114 KB )
	Future Proofing Your Business: Meeting Challenges, Grasping Opportunities. Professional Planner Magazine (Part 2 of 3). >>In the second of a 3 part series on future proofing your business, Tony Stephens and Steve Tucker discuss how to protect a planning firm from future shocks... (PDF) - Click Here ( 1270 KB )
	The best of times, the worst of times. Professional Planner, AUG/SEP 2010. (PDF) - Click Here ( 1440 KB )
	Risk Info - August 2010. Link Between Seeking Client Feedback and Increasing Profitability (DOC) - Click Here ( 326 KB )
	Money Management Vol.24/No.25 July 2010 - Planners struggle to grasp actual cost of advice (PDF) - Click Here ( 293 KB )
	IFA 513 July 2010 - Licensees in eye of storm (DOC) - Click Here ( 167 KB )
	Money Management - The true cost of advice. July 2010. (DOC) - Click Here ( 978 KB )
	IFA 509 June 2010 - Potential in less profitable clients (DOC) - Click Here ( 281 KB )
	RiskInfo - Six Steps to Costing Advice - June 2010 (DOC) - Click Here ( 330 KB )
	Advisers Failing to Benefit From Centres of Influence - Risk Info - May 11, 2010 (DOC) - Click Here ( 330 KB )
	Advice firms must plan for future - Investor Daily Friday 18 June 2010. (DOC) - Click Here ( 170 KB )
	Fee for service made easy - Financial Standard 17th of June 2010. (DOC) - Click Here ( 124 KB )
	Professional Planner Aug/Sep 2009 - Same actions, same results (PDF) - Click Here ( 2998 KB )
	IFA 465 July 2009 - Advisers need to step up communications (PDF) - Click Here ( 1282 KB )
	IFA 461 June 2009 - Practices cut expenses to make money (PDF) - Click Here ( 1670 KB )
	IFA 460 June 2009 - Ask and you shall receive (PDF) - Click Here ( 5541 KB )
	Professional Planner June/July 2009 - Retirees wear glasses... (PDF) - Click Here ( 5763 KB )
	IFA 454 April/May 2009 - Breadth of adviser solutions lacking (PDF) - Click Here ( 659 KB )
	AFA Volume 13 No. 15 Summer 2009 - Communicate your way to higher profits (PDF) - Click Here ( 1190 KB )
	IFA 446 Apr 2009 - Top practices seek external advice (PDF) - Click Here ( 623 KB )
	IFA 446 Mar 2009 - SME clients want more (PDF) - Click Here ( 625 KB )
	Professional Planner April-May 2009 - An insane approach to practice management (PDF) - Click Here ( 6077 KB )
	IFA 438 Dec 2008 - Communication is key (PDF) - Click Here ( 18775 KB )
	Professional Planner March 2009 - Are you too doing pro bono work? (PDF) - Click Here ( 5236 KB )
	Professional Planner Feb 2009 - Is your reputation at risk (PDF) - Click Here ( 398 KB )
	ATC Digest, Edition 56 Feb 2009 - Advising Small Business Owners (PDF) - Click Here ( 437 KB )
	Press Release Feb 2009 - Check your business life signs (PDF) - Click Here ( 81 KB )
	IFA 440 Jan 2009 - Clear objectives generate higher profits (PDF) - Click Here ( 223 KB )
	Financial Planning Magazine December 2008 - Client Communication (PDF) - Click Here ( 1400 KB )
	Asset Nov 2008 - Profitability (PDF) - Click Here ( 4125 KB )
	Professional Planner December 2008 - Business Planning (PDF) - Click Here ( 649 KB )
	Professional Planner Nov 2008 Client Feedback (PDF) - Click Here ( 714 KB )
	IFA 431 October 20 2008 - Succession (PDF) - Click Here ( 823 KB )
	Professional Planner October 2008 Great Businesses (PDF) - Click Here ( 684 KB )
	Professional Planner August 2008 - Benckmarking (PDF) - Click Here ( 752 KB )
	IFA 478 Oct 2008 Adviser Pricing Models (PDF) - Click Here ( 913 KB )
	IFA 427 Sept 2008 - Face to Face Client Contact (PDF) - Click Here ( 843 KB )
	IFA 426 Sep 2008 Succession Planning (PDF) - Click Here ( 2706 KB )
	IFA 426 Sep 2008 Client Management (PDF) - Click Here ( 843 KB )
	IFA 419 July 2008 Client Contact and Profit (PDF) - Click Here ( 815 KB )
	Professional Planner July 2008 Healthy Business (PDF) - Click Here ( 769 KB )
	Professional Planner June 2008 Client Feedback (PDF) - Click Here ( 721 KB )
	Financial Planning Magazine June 2008 Tailoring Messages (PDF) - Click Here ( 1785 KB )
	Professional Planner May 2008 Client Communication (PDF) - Click Here ( 744 KB )
	Financial Planning Magazine May 2008 Growing Business (PDF) - Click Here ( 1660 KB )
	Professional Planner Apl 2008 Client Communication (PDF) - Click Here ( 783 KB )
	Professional Planner Mar 2008 Client Referrals (PDF) - Click Here ( 732 KB )
	IFA 396 February 18-24 2008 ipac client feedback (PDF) - Click Here ( 696 KB )
	Professional Planner Jan 2008 Business Planning (PDF) - Click Here ( 711 KB )
	Professional Planner Feb 2008 Staff Recruitment (PDF) - Click Here ( 725 KB )
	IFA 390 December 10-16 2007 Best Practice (PDF) - Click Here ( 761 KB )
	IFA 382 October 15 - 21 2007 Benchmarking - How does your business compare? (PDF) - Click Here ( 610 KB )
	IFA Magazine 378 September 17-23 2007 Client Value Proposition (PDF) - Click Here ( 684 KB )
	IFA 374 August 20-26 2007 - Cost of clients (PDF) - Click Here ( 684 KB )
	IFA Magazine 370 July 23 - 29 2007 - Client Reviews (PDF) - Click Here ( 762 KB )
	IFA Magazine - 362 June 2007 - Client Experience (PDF) - Click Here ( 789 KB )
	Asset Magazine 2007 - Valuing a business (PDF) - Click Here ( 1564 KB )
	IFA Magazine 354 April 2007 - Staffing Issues (PDF) - Click Here ( 774 KB )
	IFA Magazine 350 March 2007 - Adviser Compensation (PDF) - Click Here ( 691 KB )
	Asset Magazine 2007 - Business Coaching (PDF) - Click Here ( 1486 KB )
	IFA Magazine 346 - February 2007 Business Planning (PDF) - Click Here ( 700 KB )
	Asset Magazine - 2007 - Succession Planning (PDF) - Click Here ( 879 KB )

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