Talking strategy post Royal Commission
One thing I do see is a need for change in the way many of us communicate our strategy and purpose for our business.
Alex Burke
October 29, 2018
One thing I do see is a need for change in the way many of us communicate our strategy and purpose for our business.
Our 2018 CEO of the Year reflects on her leadership journey, and the one thing advisers should take from her experiences in these trying times.
We live in a golden age of knowledge. The internet and the smartphone give us access to a mind-blowing amount of information and opinions world-wide. With this, we face a series of unique challenges like the bombardment of data that we are exposed to daily.
Last week’s FSC Leaders Summit included the usual array of intelligent people commenting on the state of our economy, financial advice and superannuation. However, the biggest theme, around unifying the sector to engage and help the public, went unspoken.
A winning strategy requires you to make explicit choices, and to build your business around these decisions. Strategy expert Steve Browning coaches you through this process and explains why these decisions should form the heart of your business strategy.
It’s tough to run a successful business when you are constantly going through a period of self-assessment and strategic transformation. This is a continuing challenge in our industry, but it’s important to take the time and reflect on how much progress we’ve made to date.
One of the most popular books in Australia at the moment is Scott Pape’s The Barefoot Investor. As Vanessa writes, it’s easy to see why, as Pape shares his investment knowledge and insights with the masses in plain English – something this industry needs more of.
“Marketing is no longer about the stuff you sell, but the stories you tell.” – Seth Godin. In this week’s blog, Vanessa questions how this relates to financial planning, and what strategies you can adopt to help sell your services through storytelling.
The impending inter-generational wealth transfer presents a significant opportunity for advisers to broaden their client base. However, advisers also face immense challenges in educating these Aussies who lack basic financial literacy.
The theory of evolution is built on the premise of survival of the fittest with those most adaptable to change more likely to thrive. So why are so many advisers stuck in the past and refusing to evolve?
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