Australia
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Australia

Client reviews – a keystone for success

Of all the interactions an adviser has with his/her client throughout the year, there’s no doubt in my mind that the review is the most important. And before I get into it, the description of these…

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Australia

In honour of Phil Guest – lessons that should not be forgotten

It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we hadn’t kept in touch much over the years since Phil had retired…

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Australia

Converting unintended consequences into opportunities

We’re currently in the process of finalising our latest analysis of the ‘health’ of Australian advisory practices (Future Ready VIII) and have noticed a few early signs as to how well (or not)…

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Australia

The Care Factor

A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of the hardest things he will ever go through, he…

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Australia

When you’re up to your armpits in ‘gators

“It’s hard when you’re up to your armpits in alligators, to remember you came here to drain the swamp” – Ronald Reagan, President of the USA 1981 – 1989 It’s easy to get…

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Australia

Decision is made… you’re out of here!

Not a week goes by without yet another industry stat estimating that at least 25% of advisers will be leaving the industry over the next couple of years. This is somewhat concerning given the parlous…

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Australia

A zero tolerance approach?

In New York City in the 1990’s the NYPD under Police Commissioner Bratton and Mayor Guiliani implemented a number of strategies to combat the rising crime rates. One of these was ‘zero…

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Australia

It’s all about the vibe!

In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on behalf of the Kerrigan family with the…

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Australia

Sub scale practices are marginal at best

We’ve just begun to analyse our latest dataset (based on practices who have ’HealthChecked’ their business over the last 18 months). And while there is still much analysis to be done, a couple…

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Australia

Danger – preoccupied pedestrians about!

It happens to all of us every day – the menace of pedestrians (of all ages), drifting along, headphones on, eyes glued to their mobile device, maybe even with a dog on a long retractable lead…

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