Ten steps to scalable advice
Scalable advice propositions, which leverage technology to make the delivery of advice more efficient and cost-effective, will allow investors and advisers to go on life’s journey together not just meet...
Your Financial Checklist
The beginning of each New Year is a time to contemplate aspirations for the future.
What do financial advisers and gold-diggers have in common?
The key to effective strategic advice is an in-depth understanding of a client’s cashflow, financial behaviour and personal objectives, not necessarily the size of their asset pool.
How to Boost Your Financial Fitness!
Serious financial issues can be a heavy burden not only on a person′s bank account, but on their health and wellbeing too.
The Christmas consumer
Christmas shopping is steeped in consumer ritualism. It’s a deeply entrenched family custom - a rite of passage because that’s what our folks did.
How to blitz opt-in
Advisers can leverage new cloud-based technology to deliver a compelling value proposition that’s easy to articulate but hard for clients to resist. Peter Malekas writes.
Saving, budgeting and cashflow management lead to improved client outcomes, risk-free
Author: Gil Gordon, Director, RI Lower Hunter
(This article was published in Professional Planner 9th December 2015)
Advisers who want to make a real difference in their clients’ lives can’t rely solely...
Count down to 2016 with ten resolutions for financial fireworks!
Every January always brings with it promise of fresh beginnings and self-improvement.
Advisers get a ClearView with new money management solution
Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions,...