Goal setting

Finding your Financial Prince in a Pond of Frogs

Entrusting your financial future to a so-called expert is often fraught with disaster. Trust me, I know. I have been burnt by investing in managed funds that had outperformed all others – that is, they outperformed until I invested in them. I have employed highly recommended financial planners, only to fall into the trap of an independent planner that encouraged investments in the share market with borrowed funds. My risk was their gain. I was paying fees based on the size of my investment. Guess who couldn’t lose in this scenario?

Alex Burke July 22, 2015

How do your clients view your role?

In recent months, financial advisers have been in the spotlight as a result of some poor advice provided by a few bad advisers. This made me think about how my clients see me and what my role is as I provide them with advice.

Alex Burke July 22, 2015

Six steps to building a referral agreement

The key challenge of business growth often becomes one of resourcing. If you have identified a resource to tackle lending and the time or the desire to learn lending skills, the most commonly asked question is: “What do we need to do next?”

Alex Burke March 24, 2015

How to add debt advice to your business

Tanya Sale shares the two primary ways you can tap into the debt advice market without completely overhauling your business and the pros and cons of each option.

Alex Burke March 24, 2015

I’m an Adviser in my 30’s – how do I start my own business?

Considering venturing out on your own? Here’s everything you need to know to start and grow your own business…

Alex Burke March 4, 2015

ARE YOU YOUR NUMBER ONE CLIENT?

Advisers and accountants would benefit by focusing on themselves and their practices – that is, you should be your number one client, writes Anne Fuchs.

Alex Burke February 6, 2015

LET THEM EAT CAKE… IN RETIREMENT

The number of Australians reaching retirement with large mortgages is increasing. Rather than decreasing debt as they age, many have been adding debt using the equity in their homes.

Alex Burke December 11, 2014

BUT, I DON’T HAVE ENOUGH TIME FOR “VALUE ADDED” SERVICES…

so how can some accounting firms offer value added service and others “don’t have enough time”? But how do we find the time? The truth is, we don’t find the time. We make the time. We recently ran a webinar on how we prepare a set of accounts in under…

Alex Burke December 4, 2014

FIVE STEPS TO A BETTER ANNUAL REVIEW

Most financial advisers charge their clients more for ongoing service than they do for initial advice but provide less value. Here are five things you should do to provide real value in your review process.

Alex Burke November 27, 2014

THE EIGHT SECRETS OF SUCCESSFUL LEADERS

Sometimes we look at those who have made it as something different from the rest of us – smarter, more unique and somehow untouchable. However I have learnt from meeting some amazing people while making our TV programs that most successful people share some common traits – no matter what walk of life they are coming from.

Alex Burke September 17, 2014

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