Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
Homes aren’t products. Most Australians wouldn’t pay strangers to squat in the rooms of their homes. Why do Australians accept the fees from the many faceless manufacturers, platform providers, planners, fund managers who crawl all over their superannuation? Because...
The third element of identifying an ideal advice client is whether or not your firm can add value to their financial lives. Provided your client does not need to win lotto to make their financial dreams come true, this attribute of an ideal advice client, like the...
They aren’t expecting it! They are expecting to talk about the markets, or self-managed superannuation funds, or when they’ll get their money back or term deposit rates. And why wouldn’t they? When they go to their dentist they talk about their teeth, when they go to...