What is trust in an advice relationship? I define trust as the ability the adviser to understand my specific needs, use their best knowledge to deliver reliable outcomes and tell […]

There’s change in the air. To some change means loss, to others change means opportunity. I’d suspect though this is going to be a once in a lifetime opportunity for […]

It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. – Warren Buffet The Royal Commission (RC) […]

Once upon a time it was good to put a website address on your stationery. That was website marketing as we knew it. It made you look modern. If people […]

Google has just made a change to the way your website appears in their Chrome browser. The other web browsing apps like Safari, FireFox and Microsoft Edge are likely to […]

The Australian Bureau of Statistics has recently released the data of the 2016 Census. Here’s some quick facts the data revealed about Australia: Population: 23,401,892 Females: 50.7%, Males: 49.3% Age […]

It surprises me that some financial planning businesses talk about goals based advice like it’s something new. Good financial planners in my experience have been doing it for years. There […]

Now more than ever financial planning, accounting and other professional service providers are looking at ways they can automate their processes for efficiency. It’s important to remember though that as […]

What does the future of advice look like? A part of marketing is to see what markets might look like in the future and ready your business for those eventualities. […]

So how different is your business really from your competitors? Surely there are different staff that work in your business, so that’s one difference. What else is different? I ask […]

Most financial advice businesses consider financial performance every month, quarter and year. It can however be worthwhile though to start paying attention to some of your marketing metrics if you’re […]

I recently had the opportunity to speak with Alisdair Barr, Director at Grad Mentor. Grad Mentor is a Specialist Resourcing provider that connects small to medium financial planning principals with […]