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Tips for tapping into the next generation

September 12, 2017

While baby boomers have been the foundation clients for many financial planning businesses, it is becoming increasingly important for businesses to turn their focus toward to the next generation...

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7 characteristics of trust

An academic study into the characteristics of trust in personal financial planning has identified seven characteristics. These being: vulnerability/risk, feeling, honesty, faith, best interests, accountability and competence. Let’s take...

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5 steps to building a more effective network

Networking is one of those words that conjures up mixed images. Some people love it, while others see it as something they do under sufferance. Networking is about building relationships...

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It’s not what you say

As an adviser you’ll have met a wide range of clients and you already, consciously or subconsciously, adapt your interview techniques to increase the likelihood of achieving a mutually...

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Creating a culture of customer service

Commentary on how to create a culture of service in financial planning is generally lacking – and has been over recent years. In considering how to create a service...

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Don’t be driven by short-term sentiment and emotion

August 16, 2017

Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens when markets fall (as they invariably do). In order...

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Millions but not all to benefit from super changes

With changes to super now in effect, numerous Australians will get a leg up, many being low-income earners. According to the Association of Superannuation Funds of Australia (ASFA), more...

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Working after kids

August 15, 2017

To work, or not to work? That is the question many Australian women (and some men) have to consider after having children. Sadly, both options can have long-term negative...

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Staying safe online

Financial cybercrime is on the rise in Australia, as the increasing use of technology such as online banking and social media makes it an attractive target for criminals. Despite...

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Super savings

Let’s face it, getting your foot on the first rung of the property ladder is not only hard, for an increasing number of younger Australians, it’s downright impossible. As...

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