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…
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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…