Choosing technology – which is right for you?
Choosing the right technology and vendors can make a real difference to the ability of advisers to service SMSF clients efficiently and cost effectively, writes Chris Hill, National Manager, Strategic Relations at AUSIEX.
The Metaverse may be the future but the opportunities are now
The Metaverse might still sound like science fiction but companies are building it now, and the investment opportunities are being seized on.
How to protect your business and clients from phishing scams
Phishing scams are on the rise as remote working becomes the norm, but there are a number of workable strategies advisers can adopt to protect their business and clients from the threat of these fake offers.
Achieving better client onboarding
A seamless onboarding process is critical in driving a positive first impression and delighting a customer through the first engagement.
How to handle constructive feedback
Feedback or criticism from a colleague or client, can come as a bit of a shock, even if it is well intended. Here’s how a behavioural finance expert recommends coping with such feedback.
Why professional development means building resilience
Resilience training is set to become a key part of professional development, equipping advisers with the ability to learn new skills quickly and own their careers.
Positioning Australia as an international financial services hub
While highly regarded for its robust funds management industry, Australia must review its tax regime and cut red tape if it wants to attract global fund managers and regional investors.
The importance of regularly revisiting risk with clients
Determining a client’s risk tolerance is a crucial part of generating a risk profile. But this must be balanced against an acceptable level of risk for a return on their investments.
Why Australians are reconsidering their insurance options
The COVID-19 pandemic has Australians experiencing a heightened awareness of their health and well-being. This makes it a good time to reassess their insurance needs.
The next normal: workplace flexibility in the post-pandemic age
As Australian companies shift their view of work from home as a stop-gap to something more permanent, one expert explains why trust and communication are the key ingredients.
Practical fintech strategies: what you need to know
The FPA believes the advice industry now sees technology as a partner in enhancing the outcomes a client receives from working with a professional financial planner.
How to structure a professional year
New entrants to the financial advice industry will have their first 12 months mapped out by FASEA rules designed to ensure relevant skills are learned under close supervision.
Helping clients deal with financial stress
Supporting clients in the face of the COVID-19 pandemic is no easy task. But supporting them properly can mean addressing both emotional and financial stress.
Succession planning: how best to pass the baton
Business owners should have a succession strategy in place but effective transitions for advice practice principals are being complicated by several factors including COVID-19.
How to become a truly great collaborator
Working openly with others in a sharing culture to achieve better outcomes for the business has never been easier. Here are six actions to unlock the power of collaboration.
Economic update: What advisers need to know
In periods of market volatility it is vital that advisers keep clients focused on their plan. It is also a chance to reinforce why financial advice is integral to meeting long-term goals.
Change can start with the individual
A great company culture can produce both an engaged workforce and a healthy bottom line. But everyone from the office assistant to the managing director needs to be involved.
Is an SMSF right for your client?
SMSFs take time to do well – but of course so do many other things in the average client’s life. An expert suggests financial advisers draw on past experience to ensure clients are aware of potential complexities.
How video adds another level of service
Video can be a used as a powerful tool when face to face meetings are no longer an option. They can be used to introduce the adviser to new audiences, and to explain complicated concepts to their clients.
How to take feedback well
Criticism from a colleague or client, even if it is well intended, can come as a bit of a shock. Here’s how a behavioural finance expert suggests dealing with feedback.
How to use social media to boost your digital brand
Do you really need an advertising budget or can you use social media to grow your digital brand and your business?
Neuro-leadership: the science of better leadership
Here’s how to use neuroscience and the working of the brain to understand how you can lead yourself and others much more effectively.
More effective meetings in less time
Meetings are a necessary part of doing business but they can also eat into your day. How do you get more out of your meetings in less time while enhancing collaboration?
How to start a podcast
Here we explore the tools and technical abilities you will need to set up your own podcast and how to come up with great content.
Is it time to start listening to your gut?
Your intuition may be the answer to guiding your business decisions.
How to structure feedback to boost staff morale
The way advisers communicate is just as important as what they say. Here’s how incorporating good communication practices into the workplace will improve its culture.
Providing affordable advice to lower balance clients
Clients with different financial needs still need advice. So what is the best way to provide it when they’re struggling to make ends meet?
Single Touch Payroll is here
Employees are covered when it comes to superannuation with the ATO’s matching initiative.
Creating great client chemistry, right from the start.
Chemistry isn’t limited to science - having rapport with your client is key to boosting your business.
Are you unproductive or simply overloaded? Four ways to boost your output
While you might think it’s the lazy itch getting to you, it turns out having too much work can make you shut off. Here’s how to balance that.
Step by step: basics for advising blended families
Joint families may come with some financial baggage. Encouraging disclosure of their history is a great way to give them a healthy financial start.
Five ways your firm can fight back against cyber risks
Taking action now to safeguard your business against attacks can save you time, money and your reputation.
How to get client leads from video marketing
Understanding how to attract clients through video will help your business bloom
Raising practice performance: are the tools closer than you think?
Understanding social styles and being a versatile communicator can improve your business performance.
Chasing prospective clients: when not to sign them up
Can you tell whether a potential new client is the right fit for your business?
Your financial advice practice needs strong foundations
Amidst financial and practical decisions to make, a strong financial practise needs to meet these certain criteria to create a strong foundation.
Dealing with setbacks: four ways to build resilience
No matter how skilled you are, when not everything is in your control, things can sometimes go wrong. Here’s how to work through these roadblocks.