WHY BLENDED AND STEP FAMILIES NEED YOUR ADVICE
Australian families are changing shape with the number of blended and step-families on the rise, bringing with it new financial challenges for today’s modern family.
Australian families are changing shape with the number of blended and step-families on the rise, bringing with it new financial challenges for today’s modern family.
Fully delivering on your client value proposition to your existing client base can be a very fruitful exercise for both the adviser and client, says Steve Davison
Tough economic times present advisers with a number of challenges. Steve Davison believes this is an opportune time for advisers to prove the value of good advice and develop innovative ways of doing business.
Financial planning businesses want to provide more advice, to more clients, and increase their revenue. One of the most common conversations I have with our firms is around the frustration with ‘conventional marketing’ techniques.
There have been a number of trends gathering pace in the acquisition space over the past 12 months. The result is a smaller pool of prospective buyers seeking acquisitions that have less risk and more certainty of generating positive shareholder returns.
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