Facing the New Reality: new white paper
Is the industry on the cusp of a major change in the value of small financial advisory businesses? Strategi has produced a new paper in the Facing the New Reality [...]
Vale Steve Jobs
What a legacy this man has left, already comparisons of him are being made with the likes of Thomas Edison, and he certainly was a luminary who wasn’t afraid to [...]
Visual Communication ,how do you do it?
You will love this clip it’s a very clever use of visual communication. How effective are your visual communication skills? Only a percentage of people understand or process information from [...]
How do you communicate with prospects and clients?
Last year during a survey of financial advisers clients, Core Data discovered that advisers Talk industry jargon to their clients, words that they believe will make them sound more impressive [...]
HELP RAISE FUNDS: Christ-Church Earthquake appeal
The AFA Foundation would like to help support the Million Dollar Round Table (MDRT) charity walk through the Queen Charlotte track in November. The purpose of the walk is three-fold. [...]
As a manager, where do you ‘rate’ on this leadership scale?
As a manager, where do you ‘rate’ on this leadership scale? By JOHN LEES There is a simple visual device that can be used to determine where managers sit in [...]
Groundhog day ,What has been resolved with FOFA?
If it feels like you are trapped in FoFA Groundhog Day, you are. The Future of Financial Advice (FoFA) debate has been going since the launch of the Ripoll Inquiry [...]
