2012 Online Budget Review Broadcast
Strategies for your clients.Overview of the Budget Thanks To Matt Heine for sharing these great ideas with you . To view the video click here
Want to upset ASIC? Call yourself an independent adviser,
The financial services industry has been put on notice, any misuse of the term ‘independent’ Will cause the regulator to come down on you like a ton of bricks, including [...]
How to prospect on steroids
X-Seller– a unique web based software program providing an integrated environment for data mining,forecasting and optimisation. X-Seller (pronounced cross seller) provides advisers with a system with direct targeted outreach to [...]
Are you happy with your licensee?
Brisbane: 20 April 2012 – My Dealer Group, the matchmaking service designed to help advisers looking for a new licensee, is attracting an unexpectedly high level of interest from advisers.Pinnacle [...]
Lack of succession planning ,what do you really understand?
I believe through learning and application of what you learn, you can solve any problem, overcome any obstacle and achieve any goal that you can set for yourself. – Brian [...]
How to prospect for Financial planning Clients within your geographic area
X SELLER ( cross seller)The most valuable resource in your tool box. Deloittes says the odds of selling a product to an existing customer is 50%. This is significantly better [...]
