June 26, 2017

Australia’s generations by wealth and income

Although generation y may be income rich, their net worth remains modest, whereas the retiring baby boomers control more than half of the nation’s wealth. Social researcher Mark McCrindle shares his insights on the differences between generations when it comes to wealth and income to help you better understand the challenges facing your clients’ demographics.

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Tell your story

“Marketing is no longer about the stuff you sell, but the stories you tell.” – Seth Godin. In this week’s blog, Vanessa questions how this relates to financial planning, and what strategies you can adopt to help sell your services through storytelling.

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