Australia
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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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Australia

Who’s advising the advisers?

Who’s advising the advisers? As is always the case, successful business owners will embrace the challenges of 2019 and look to take advantage of the opportunities they present. They will remain…

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Australia

A matter of trust

Trust and credibility seem to dominate the news feeds these days. It’s hard to get through the daily news cycle without mention of yet another failure within the financial services industry – and…

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Australia

Reinforcing the wisdom of being a client of yours

It seems to me that one of the key fundamentals for an advisory business to become and remain successful is to ensure that the client’s experience is a good one, each and every time they interact…

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Australia

Milestone recognition – a strategy for staff & client engagement

While the world of financial services in Australia remains firmly focussed on the outcomes of the Royal Commission, we shouldn’t forget that business must go on. And, as the business of financial…

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Australia

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 Practice of the Year competition…

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Australia

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 and benefit clients.…

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Australia

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 their adviser favourably and…

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Australia

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 say they will do, for the fees they want you to pay. It seems…

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Australia

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 an Aussie legend, right? But a couple of weeks ago at…

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