Fee-for-service

THE TOP SIX STEPS TO FEE DISCLOSURE STATEMENTS

You might need to start sending Fee Disclosure Statements to new and existing retail clients, writes Claire Wivell Plater

Alex Burke April 30, 2013

ARE YOUR FEE MODELS SUSTAINABLE POST-FOFA?

Practice owners will need to reexamine their revenue models and point of differentiation in a post-FoFA world, says Marianne Perkovic

Alex Burke February 27, 2013

HOW TO BUILD A PROFITABLE SMSF PRACTICE

The real beauty of an SMSF practice lies in bringing the SMSF administration and audit process under your roof, writes Terry McMaster

Alex Burke December 12, 2012

THREE WAYS TO MAXIMISE YOUR PRACTICE’S REVENUE STREAMS

The only way to guarantee good revenue streams is to run a true relationship-based business model that fully contracts your clients on an ongoing basis, writes Chris Yena

Alex Burke November 27, 2012

NINE CORE COMPETENCIES FOR CLIENT SUCCESS

There are nine core competencies that advisers must master if they are to be trusted implicitly by clients, writes Terry McMaster

Alex Burke November 14, 2012

TOP THREE TIPS FOR BUILDING A GREAT SMSF PRACTICE

There are a number of ways in which advisers can build a great fee-for-service SMSF practice, writes Terry McMaster.

Alex Burke October 31, 2012

ACCELERATE THE VALUE OF YOUR RISK BUSINESS

There are a number of ways in which risk advisers can effectively supercharge their business valuations, writes Simon Harris.

Alex Burke October 17, 2012

WHAT THE DEALER GROUP LAND GRAB MEANS FOR ADVISERS

The impact of the dealer group land grab will be felt for a long time in the financial services industry, and Greg Bright says this could impact clients in a number of ways.

Alex Burke August 8, 2012

WHAT PRICE OF ADVICE?

Alternate revenue models will be critical for the financial planning industry with a ban on commissions under the government’s proposed Future of Financial Advice (FoFA) reforms. FoFA presents planners with the opportunity to seriously reevaluate the value of advice and how this is articulated and communicated to clients in order to bridge the gap between what they are prepared to pay.

Alex Burke August 2, 2012

FOFA CREATES TWO DISTINCT FINANCIAL ADVICE OPTIONS

FoFA is already polarising financial advice into two major offers, and Geoff Pritchard says that advice on which investment product to choose will never qualify as a financial strategy.

Alex Burke August 1, 2012

Fee-for-service

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