Articles

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…

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…

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…

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has exposed a number of fundamental weaknesses in the Australian system. And…

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…

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…

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…

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…

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…

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…

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…

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…

Over the past few years, I enjoyed attending a number of Jimmy Barnes concerts. Up front I should declare my personal bias – he is…