Financial Advisers: Trends that will Shape the Profession in 2019

It’s been a challenging year for many in the financial services industry, and you don’t need to be a futurist to see some of the immediate changes ahead, for example: [qp_popup_trigger_btn popup-id=”24804″ content=”Download Now”] Increased monitoring and oversight ...

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Top Trends for 2019 for Financial Planning and Advice

It’s been a challenging year for the financial services industry. What does the year ahead hold? Here are three consequences of the Royal Commission, three external trends, and three key skills for financial advisers and their businesses. Oh, and one piece of hype you should ignore! ...

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The Busy Adviser’s Secret to Lifelong Clients

In a business environment where clients have more choices and information than ever before, keeping in touch with clients – and providing value – is not just about FoFA, the FSI, or compliance – it’s just good business.

Do your clients only hear from you when you send them a statement or in...

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The #1 Skill to Future Proof Your Business

I have TPD insurance with AIA. That’s no big deal, of course – thousands of Australians are insured with AIA. But an interesting feature of my AIA insurance is that I get a 10% discount on all my Qantas domestic flights. As a professional speaker who travels a lot, that is a big deal!

This is a...

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Forever Young – Life Extension Science

  In 2015, then-Treasurer Joe Hockey was ridiculed for suggesting that some children alive right now could live to 150. But experts in anti-ageing – or “life extension science”, as it’s known – support his claim. It’s a fascinating area of science, and one t...

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