How to protect your business and clients from phishing scams
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Investment & Trading StrategiesTech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Data InsightsTech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Economics & MarketsTech & Solutions

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
Tech & Solutions

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?
Investment & Trading StrategiesTech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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?
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Industry NewsTech & Solutions

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.
Tech & Solutions

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
Tech & Solutions

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
Investment & Trading StrategiesTech & Solutions

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
Industry NewsTech & Solutions

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
Tech & Solutions

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?
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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
Tech & Solutions

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.