Our thinking needs to change if we’re to cope with the economic challenges ahead of us, writes Vanessa Stoykov. In her blog, Vanessa explains why we should be looking to our industry leaders for help and why the delusions need to stop now.
In her first blog of the year, our founder Vanessa Stoykov writes about why she is more passionate than ever about the need for financial security and choice for Gen X, how we will be enabling both you and your clients to achieve this, and how you can get involved.
As in individual investor it can be hard to have a strong view on a stock without the opinions of others, which makes it all that more impressive when a contrarian investment manager has high conviction for an unloved stock, writes Vanessa Stoykov.
Is robo advice another nail in the coffin for those who already feel disengaged with our super system?
The financial services industry, like many, thrives on bad news, and our acceptance and complacency of this fact is just one example of it.
Big picture ideas are important and necessary in helping the financial services industry progress, however, it’s imperative advisers don’t lose focus around the running of their businesses, Rod Bertino says.
Your website is often the first impression prospective clients have of you, so make it count to engage, connect with, and encourage people to do business with you.
The results of our recent Economic Fingerprint game told us a lot about the average Australian investor. Well, at least over 700 of them who demonstrated their preferences for how they would invest their money for a specific goal – predominately retirement.
Focus on these three questions prior to engaging in a client conversation to ensure the journey is truly client-centric.
At the point you’re able to offer a solution to a problem, sales transforms into service. This new wave of sales is known as content marketing and will provide you with an ongoing revenue stream of people wanting you to solve their problems.
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