White Paper – How to Protect, Grow and Future Proof Your Business

Excerpt The ability to demonstrate value has never been more important for financial advisers. Technological innovation is putting cost pressure on the investment component of the advisory offer and driving …

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Market Segmentation – is it still relevant?

There’s no denying digital marketing is the flavour of the month (year, decade, century, millennium), and it’s a major growth engine for many businesses. However, the digital landscape has created …

Tapping into the wellness industry

So much for the image of Aussies as enjoying a fit and healthy outdoors lifestyle. Figures from the Australian Institute of Health and Welfare* (AIHW) reveal some worrying home truths. …

Go to Market (GTM): 10 ways to build a stronger client engagement strategy

Go to Market (GTM): what elements do you need to build a stronger client engagement strategy Whether you’re a financial planner or a butcher, understanding who your client is, what …

Life cover – do consumers know what they’re buying?

ASIC recently issued its review of the life insurance industry following several well-publicised cases of poor handling of claims. While the report has attracted considerable attention, one important aspect has …

September Is The Cruelest Month

September has now come and gone and if you are working in one of Australia’s retail banks and are not one of the chosen few, or are not very confident …

The Death of the Branch – and the Broker?

Innovation in the home loan industry is seeing the emergence of fintech companies offering a completely mobile experience in the mortgage lending process. Clickloans in Australia and Streamloan in the …

The Euthanasia Of Passive Investment

Look, this is a long and pretty boring article and contains a fair amount of economics. It’s only worth reading if you are wondering about whether the Australian pension system …

What’s on Advisers’ Minds in 2016?

Excerpt Financial advisers are facing a raft of changes in 2016 that present both threats and opportunities to their future and their business. From a regulatory perspective, draft legislation on professional standards …

Customer vs. Product centric: Why your customer must come first

In business, it’s easy to prattle on about yourself, your products and services. The problem is, in our uber-competitive world, talking about yourself to customers is exactly what won’t win …