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…
0
Read More
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…
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…
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…
A few things to start doing right now
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?
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…
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…
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…
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…
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…
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…
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…
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…
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…