Good vibrations
Over the past three weeks I’ve participated in the Best Practices Forum conducted by Professional Planner, as well as visiting the six finalists in the 2018…
0
Read More
But what about you?
Enough is being written (daily it seems) about the changes currently underway within Australia’s financial services system, and how these changes will affect the industry…
The wind of change is blowing… prepare to meet your new clients
According to our latest CATScan Client Survey* analysis, 54% of Australian financial planning clients are aged 60 years and over, and 45% are already retired. They view…
Making the right move, at the right time, for the right reason
I’ve written previously about the need to dig a little, to get to the heart of a company’s value proposition – to prove what they…
Insights from a working class man
Over the past few years, I enjoyed attending a number of Jimmy Barnes concerts. Up front I should declare my personal bias – he is…