Are you the next cyber threat target?
We live in a world where no one is immune to cyber threats, and financial services is a prime target. Oscar Martinis shares his tips for protecting your business.
Alex Burke
June 6, 2017
We live in a world where no one is immune to cyber threats, and financial services is a prime target. Oscar Martinis shares his tips for protecting your business.
Goals-based advice challenges the traditional industry notions of risk profiling and requires a nuanced approach to ensure you meet you regulatory obligations when advising clients. Ian McDermott of imac legal & compliance sets out eight tips to ensure you meet your regulatory obligations every time.
Want your clients to be a part of the next big tech investment story? Watch this exclusive Silicon Valley investor interview to learn what he’s seeing as the next frontier and how you can capitalise.
Many of the reasons why people don’t seek financial advice are tied up in their feelings as opposed to their logic. Money is one of those topics that rouses strong emotions in people, and part of an advisers job must be to address those emotions and allay their fears.
Advisers are still grappling with the mismatch between the information they want, and what the industry actually provides. Vanessa shares her tips to help you to access information and educational materials that will truly be of value to your business.
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.
Just as great advisers have the one thing that sets them apart, bad advisers keep making the same mistake that holds them down. Vanessa explains why she believes accepting the status quo into your practice is one of the biggest mistakes advisers can make, and what steps you need to take to avoid this.
Surely the industry has always taken client goals into account when providing financial advice? So why has there recently been a focus on honing the craft of goals based advice, asks Vanessa Stoykov? In her weekly blog, Vanessa explores the merits of this approach to advice and what change this will bring to the industry.
As wealth management transitions from a transaction-focussed service to a more goals based approach, advisers will need to adjust their business models to meet these new expectations. However, as Rebecca Jacques, general manager of the Association of Goals Based Advice (AGBA) writes, this will also bring about a quiet revolution in terms of the evolution of trust; between clients and advisers and the industry as a whole.
No More Practice Education Pty Ltd
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