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……
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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…
Hearing what’s unsaid (2)
HEARING WHAT’S UNSAID (2) …understanding what your clients may not be telling you This is the second article in our Insight series drawn from the…
Hearing what’s unsaid (1)
HEARING WHAT’S UNSAID (1) …understanding what your clients may not be telling you This article is the first in a series of Business Health insight…
A little less conversation, a little more sales & marketing?
According to our latest analysis of Australian financial planning firms, (Future Ready VIII, Jan 2020), 55% of clients are aged 60+, while 45% are now retired. The baby…
Top 2021 Employee Benefit Trends in the USA
Top 2021 Employee Benefit Trends in the USA As recently reported in Professional Planner, an annual survey conducted by the global recruitment firm, Robert Walters,…
Benchmarking to know – why not?
One thing we’ve learnt over the years is that whenever we release a new white paper, research or profit drivers about the adviser landscape, we’re…
Return for effort (yours)
Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you’ve invested a lot…