Who’s advising the adviser?
We’ve regularly expressed our concern over the fact that a relatively small number of Australian advice practices actively seek external input/advice to help with the…
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Hearing what’s unsaid (4)
HEARING WHAT’S UNSAID …understanding what your clients may not be telling you This article is the fourth in our series of Business Health insight pieces…
Hearing what’s unsaid (3)
HEARING WHAT’S UNSAID (3) …understanding what your clients may not be telling you This article is the third in a series of Business Health insight…
Hearing what’s unsaid (2)
HEARING WHAT’S UNSAID (2) …understanding what your clients may not be telling you This is the second article in our Insight series drawn from the…
Hearing what’s unsaid (1)
HEARING WHAT’S UNSAID (1) …understanding what your clients may not be telling you This article is the first in a series of Business Health insight…
A little less conversation, a little more sales & marketing?
According to our latest analysis of Australian financial planning firms, (Future Ready VIII, Jan 2020), 55% of clients are aged 60+, while 45% are now retired. The baby…