What got you here today, may not get you there tomorrow
For financial advice practices wanting to maintain a viable business, doing nothing is not a valid option when facing a significant wave of changes to…
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Why do only 1 in 4 advice practices have an effective business plan?
One in four Australian advice practices have developed a clear plan for their business going forward.* These practices have made decisions as to where they want…
When two tribes meet
The most successful practice mergers employ a number of simple strategies which allow them to bring two distinct groups of staff together with minimum downside…
In challenging times, it pays to dial up your communications
Most clients are now looking to their adviser to guide their personal finances through these ‘challenging’ times. ‘Challenging’, ‘volatile’ and ‘uncertain’ are appearing more frequently…
Why not make it easy?
” Why is it so hard?” I’m sure we’ve all asked this question at one time or another, when something we expect to be quick…
A nod to community
Advice practices were in the forefront of Australian businesses to quickly adapt to the covid enforced lockdowns of the last two years and adjust to…
Attracting new clients – no problem
Accepting a new referral shouldn’t be the automatic response. Consider your options, especially when you’re already stretched. There is good news from our latest research……
Insights into the Australian Advice Profession: Future Ready IX
We were delighted earlier this week, in conjunction with Midwinter Financial Services, to release the results of our latest analysis on the ‘health’ of Australia’s…
Got your umbrella?
So, what’s the forecast for your practice in 2022? Financial advice practices will predictably be operating with numerous ‘uncontrollables’… I’m sure you’ve done it too……
Do the due diligence on big moves
Do the diligence for big moves The vast majority of Australian advice practices are categorized as small businesses. As our soon to be released Future…
Will your best people be looking for a change of scenery?
As we put the finishing touches to our latest analysis of Australian advice practices and their preparedness for the future, Future Ready IX, we note…
Don’t wait ‘til it’s too late, it’s time for some serious planning
Don’t wait ‘til it’s too late, it’s time for some serious planning We’re close to releasing our Future Ready IX whitepaper, the latest in our…
A tide of rising expenses for advice practices
We’ve just begun our analysis of the business ‘health’ of Australian advisory firms and while the complete Report will be released in the fourth quarter…
Checking in on your staff – a good investment
In our recent Quarterly Review, we suggested that now is a good time to step back, take a deep breath and objectively assess how you…
Who’s on first? Who is!
In the famous comedy sketch from the ‘40’s, Bud Abbott tries to identify for Lou Costello the players in the St Louis baseball team. It…
Who’s advising the adviser?
We’ve regularly expressed our concern over the fact that a relatively small number of Australian advice practices actively seek external input/advice to help with the…
Hearing what’s unsaid (4)
HEARING WHAT’S UNSAID …understanding what your clients may not be telling you This article is the fourth in our series of Business Health insight pieces…
Hearing what’s unsaid (3)
HEARING WHAT’S UNSAID (3) …understanding what your clients may not be telling you This article is the third in a series of Business Health insight…