You dont need skill to convince clients to buy insurance
I listened intently to Bill Shorten at the latest AFA lunch, where he was the guest speaker. He was very articulate and I enjoyed his history lesson. He was fair [...]
Tax man take the pennies off my eyes
And we think that we have problems with our Future of Financial advice reform{proposed} and Labors Carbon tax {you know the one she said the labor would not introduce, by [...]
10 Ways advisers screw up the client engagment
10 ways advisers screw up presentations — and what to do about it Think back over your last week and see if you can relate to this situation. You’re looking [...]
Is the family home the best investment you can recomend?
Since 2003 I’ve argued that many academics, economists, commentators and consumers confuse Two fundamentally different concepts: the risk observable in a broad-based house price “index” and the probability of loss [...]
Dan Sullivan on Leading Minds Academy
In a recent conversation with Dan Sullivan of the Strategic Coach, I asked him his thoughts around the commission remuneration debate and the commoditisation of product, advice and indeed the [...]
Unlock Your Client’s Business Value to Create Investment Liquidity
Unlock Your Client’s Business Value to Create Investment Liquidity Financial planners (FP’s) can look forward to the most rewarding ten years of their profession by taking advantage of paradigm breaking [...]
Are you a competent advisor?
Are you a competent advisor? Coming to a court room near you, please consider this judgment from a recent New Zealand High Court case: available for download here. http://www.courtsofnz.govt.nz/cases/armitage-v-church/at_download/fileDecision In [...]
