WHY BLENDED AND STEP FAMILIES NEED YOUR ADVICE
Australian families are changing shape with the number of blended and step-families on the rise, bringing with it new financial challenges for today’s modern family.
Australian families are changing shape with the number of blended and step-families on the rise, bringing with it new financial challenges for today’s modern family.
Engaging with the next generation of your current clients is a challenge faced by the whole financial advice industry.
To curb this challenge, a key part of our strategy this year has been to help our advisers widen their value proposition through estate planning.
There are a number of ways financial planning practices can generate more business through cross-selling, writes Daniel Lowinger
Estate planning represents a significant opportunity for accountants and advisers who already have an established client book, writes Vanessa Stoykov.
The key to estate planning with clients lies more in being a good listener and thinker, than a technical guru, writes Terry McMaster.
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