Five drivers of licensee reform and
what they mean for the future

Financial planning licensees controlled by the big four banks and AMP account between for approximately 7800 authorised representatives, or in truth, about half the active market. With ANZ selling its …

It’s now or never for rebuilding trust with clients

Unless you have been living under a rock, which might actually have been a better option for some, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services …

What the Aged Care Industry can learn from Financial Planners

On the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators with a big …

Footy, Millennials and Segmentation

Last Sunday Essendon lost to Melbourne in the AFL and a story to make the media rounds was Brendon Goddard’s on-field spat with a few of his younger teammates. What …

Facebook, Cricket and the endless search to know the Customer

Over the last few months, those in the business of crisis management have been gifted more fodder for promoting their services than they could ever have hoped to get their …

Man in the Mirror: Advisers committed to making a change

A tourist is travelling through Ireland. He stops a local and asks for directions: “How do I get to Dublin?” The local earnestly responds: “Well, Sir, if I was going …

Competition versus Conflict in Mortgage Broking

Before the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry sank its teeth into the financial advice industry, it spent two weeks on consumer lending where …

Putting Lipstick on a Pig is not the answer to Growth and Innovation

Two weeks ago I attended a webinar run by Dr Jeffrey Tobias, managing director of The Strategy Group, on business model transformation. Dr Tobias is a great strategic thinker; he …

Five ways to rebuild trust in the wake of the royal commission

The mechanics of trust between people and between people and organisations are not a secret. There is more than 200 years of research about the psychology of it, and since …

Be authentically good when dealing with customers’ data

Business must earn trust or feel the heavy hand of government intervention. Tai Rotem explains. Time is running out for business to self-regulate how it uses customers’ data. Every time …