April 10, 2014

HOW TO ADD VALUE FOR WEALTH ACCUMULATION CLIENTS

Money-savvy young professionals who are in the wealth accumulation phase pose an interesting challenge to banks and advisers. For the typical wealth accumulation client, borrowing facilities are often more relevant than complex superannuation investment strategies. So how can we add value to a client who has long-term borrowing commitments?

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IS YOUR BRAND AT RISK OF THE REGULATOR?

It’s easy to get busy in the business but if you don’t take the time to work on the business you could be putting your brand, your reputation and the sustainability of your operation at risk.

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FIVE WAYS TO FAST TRACK YOUR LEADERSHIP SKILLS

No matter what business you are in, or what level of position you hold, leadership is required to take your business and your career forward. There are many ways to develop leadership skills, and usually life experience tends to be the greatest teacher of all.

 

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