Details

Written by: Sinead Schaffer

Category: Guest Blog

Published: 31 August 2021

Hits: 927

• Yes

Advisers are more likely to succeed if they focus on their client relationships: they know what their clients want and know how they can serve them. Sinead Schaffer suggests a shift in the way advisers do business can support that and addresses three common myths on the outsourcing of investment management.

Read more: How can planners prepare for the next crisis?

Details

Written by: Melinda Houghton

Category: Guest Blog

Published: 06 November 2019

Hits: 1972

• Yes

While it would be great if someone with influence focused on the adviser experience, unfortunately it’s not happening in a hurry. Luckily for most advisers though, the client experience is the driving force behind why they do what they do.

Read more: The client experience

Details

Written by: Paul Moran

Category: Guest Blog

Published: 05 August 2019

Hits: 3592

• Yes

If you asked most people in the street ‘what is the purpose of the financial adviser exam?’, they would most likely say that it was to prove that financial advisers were capable and technically competent to provide financial advice. Boy, would they be wrong.

Read more: What was the FASEA exam supposed to do again?

Details

Written by: Sally Bruce

Category: Guest Blog

Published: 02 August 2019

Hits: 1409

• Yes

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industry must continue to embrace, but even more importantly advocate, for this attribute to be tightly woven into the ethos of our workplaces.

Read more: Flexibility is about more than doing the splits

Details

Written by: Hans Egger

Category: Guest Blog

Published: 24 June 2019

Hits: 3564

• Yes

One of the most misunderstood and badly executed aspects of the client engagement process, according to ASIC, is the scoping and scaling of advice.

Read more: Scoping and scaling advice

Details

Written by: Dr David Phillips

Category: Guest Blog

Published: 14 May 2019

Hits: 2878

• Disruption
• Breaking
• advisers

• Yes

In my former role as a general surgeon, I lived through the disruption of the largest branch of my profession with the sudden appearance of a totally disruptive new technology.

Read more: Advisers are about to be hit by a steamroller of disruption