Alex Burke
November 26, 2018
As we come into the week of the FPA conference – I encourage those of you who are attending to show up and be vulnerable.
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to support the industry to move forward in this post Royal Commission environment
One thing I do see is a need for change in the way many of us communicate our strategy and purpose for our business.
Why it’s worth asking your clients what they’d do if they won Lotto
In this article, Connie reflects on the ABC fallout, professional conduct and how culture can be shaped through small changes.
Product manufactures are able to not only articulate features and benefits of their offering but also allow customers to try before they buy. It is much harder for service-oriented businesses to communicate their value proposition to prospects. In general, services are intangible, hard to replicate consistently and need a degree of customisation for every client. So, how can a service-oriented business attract and retain the right clients?
Research shows that only 4 per cent of Australians talk about money with their families, but it’s crucial that you do so to ensure you’re able to pass it on successfully to the next generation. Mark, Vanessa and Marianne discuss the importance of establishing a savings discipline early on in life, tips for discussing money with your kids, and why we all need to save more than we spend.
As a general rule, human beings do not like change and tend to fear the unknown, however where fear and change are found, there is opportunity. By watching real-world trends and themes, Platinum Asset Management attempts to exploit areas where the market will over or under-react.
Orbis Australia’s managing director Jenny Josling has close to 30 years’ experience in the investment and funds management space and worked for Fidelity, Credit Suisse and Citibank before finding her home at Orbis. Here, she’s manages a team which applies a contrarian approach to stockpicking and is focussed on the alignment of interests between fund managers and end investors. Since its inception in 1989, Orbis now runs $38 billion in assets under management and has a worldwide team of over 400 professional in Bermuda, Hong Kong, London, San Francisco and Sydney.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
