Businesses talk a lot about staff or team engagement but not many do it really well.
I was sitting in a conference once and the speaker – who was a HR expert – was talking about engagement. His organisation’s research showed that the industry benchmark for staff engagement is 65 per cent.
As I caught the train into the city a few weekends ago and walked through Flinders Street Station I was repeatedly struck by the diversity of the passengers around me and how, whilst we were all largely anonymous, we were easily identifiable with particular groups, clusters or “tribes” that were unique in their own way.
As advisers, we know how important it is to stay on top of our client’s day-to-day cashflow.
Having a clear understanding of a client’s cashflow not only provides a snapshot of how they’re tracking against their financial goals right now, but also highlights their ability to take advantage of different strategies to grow their wealth into the future.
As an adviser, it’s not unusual to find yourself dealing with clients who are under high levels of stress – particularly at claim time. Along with financial advice, you can also find yourself being asked to play the roles of friend, confidante and emotional support system.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
