Amanda Gillespie’s quietly spoken and thoughtful conversation style is deceiving, writes Vanessa Stoykov, as the chief executive of Lonsec Fiscal Holdings certainly isn’t afraid to ask the tough questions to help consumers to better understand investment products.
Jenny Josling, managing director of Orbis Investments (Australia), is a concert-level jazz pianist, an award-winning horse woman, and was also the driving force that led her firm to rethink its fee structure on a global scale. Vanessa explores Jenny’s leadership style and legacy and how she uses hard work to her advantage.
Marianne Perkovic, executive general manager, Commonwealth Private, CBA has made many bold decisions over the years in her leadership roles. Vanessa shares why she admires Marianne’s willingness to take risks and how these have paid off for the industry.
Pauline Vamos, former chief executive of ASFA is an unusual combination of qualities which has made for a determined and inspiring leader for financial services. Vanessa shares what she has learnt from Pauline, and the advice she gave her 10 years ago.
On the eve of the launch of our new web series, After Hours, we spoke with co-host and industry leader, Mark Rantall about why he chose to get involved in the series and what leadership lessons he’s learnt from the guests in season one.
The way to create the future is to first create a vision of it to work towards. That’s why it’s so important to see advisers taking a fresh approach to the advice relationship through new and innovative techniques. Vanessa explains how No More Practice is working with these advisers to improve advice for the end consumer.
In order to receive high quality educational resources, advisers need to demand the best. Vanessa outlines her three tips for achieving this so you can improve your learning opportunities.
It is not often that I use my voice in argument. I have worked in financial services for 23 years this year, both reporting on, and creating educational content for, the advice community. However, after reading an editorial claiming the FPA has abandoned its members, I knew I had to respond.
Although the majority of SOAs are based upon templates, these should act only to provide the bones for you to flesh out the rationale for the customised and focused advice you’re proposing for a client.
Strategy should inform success and vice versa. Ask these five questions of your own business to ensure you have a strategy in place to help you succeed.
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