It’s all new for new clients
It is often said that within the first seven seconds of meeting, people will form a solid impression of who you are and start to…
It is often said that within the first seven seconds of meeting, people will form a solid impression of who you are and start to…
Clients who are self-employed generally have different and more complex advice requirements and, as such, demands (our view) a differentiated approach from their adviser. Given…
Why is it that urgent almost always takes precedence over the important? Is it simply the squeaky wheel impact? Will it really matter if the…
5 tips to getting the most out of working with an external coach. Business plans don’t always work out (as planned …sorry!). It’s been our…
Working from home/hybrid work was ushered in courtesy of the global covid pandemic – in February this year, research* we conducted indicated that a massive…
It’s no surprise that against a global background of political, economic and societal change, we’re noticing increasing levels of disengagement in business – between employer,…
‘No, I’m not aware of my employer’s business goals for the next 12 months’ – unfortunately this is a response we regularly receive when we’re…
We’ll be releasing our full analysis on the business ‘health’ of Australian advice practices towards the end of this year (the tenth in our series…
It’s a question we are often asked; how can advice practice ‘A’ be charging its clients more than advice practice ‘B’ located just down the…
Lots happening to kick off 2023 but a couple of stats from US based financial software company, YCharts, in particular caught our attention; according to…
Key findings from our Staff Salaries & Benefits Research Report* shows the demand for quality staff is currently at an all-time high and it is…
Sneak Peak of Results: Business Health Salary/Compensation Survey undertaken November/December 2022 into Australian advice practices There’s lots of interesting data coming out of our recent…
“What a business needs most for its decisions – especially its strategic ones – is data about what goes on outside it. Only outside a…
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…
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…
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…
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 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…