Finance must follow the lead of technology companies, integrating services into a single ecosystem. Netwealth’s Matt Heine discusses the centralisation of financial services.
Have you done anything this week within your business (or at home) to improve a task that you work on every day or every week? Is there something about that task that allows you to complete it in less time? Could you spend an extra five minutes working on it to create an outcome that is more valuable than what you currently produce?
CRM is a bit like a gym membership. You get what you put in. Use it occasionally, and you’ll see some small benefits. Use it correctly and you’ll become a powerhouse.
Robo-advice is coming and financial advisers need to be ready. But what is it and how will it affect the their businesses?
Not all advisers are created equal, nor are their clients. One size does not fit all and I believe it is incredibly arrogant to suggest that it does.
There’s some hype, but also some great opportunity in embracing the emerging robo-advice trend. Just be sure to have your own business’ strategies in place as this trend takes hold, writes Rod Bristow.
I’m often asked about Infocus’ strategy and the things we think about in order to ensure we can compete effectively. A sensitive topic to write about to be sure, however I wanted to provide some insight into our own thought process to help you with some ideas in your own business, writes Rod Bristow.
Consider for a moment how in a reasonably fast and sustained way Xero Accounting Software, CommSec Online brokerage, Exchange Traded Funds (ETF’s) and Mortgage Comparison sites, have started to change the landscape and ‘wedge’ themselves between you and the client. But how far can they take it, how far will they edge into our traditional domain?
Automation is no longer a far out concept best left to science fiction, it’s here and it will dramatically change the way you do business. So how can you make automation work for you and your clients?
If there is an oversupply of businesses for sale and uncertainty around the revenue there will be downward pressure on the price being paid. So how do you get the best price for your business if you are planning on exiting in the near future?
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