HAS FOFA CREATED A FINANCIAL PLANNING PROFESSION?
With the introduction of FOFA, client’s best interests are now more likely to come first, say Dover Financial founder, Terry McMaster.
Alex Burke
August 7, 2013
With the introduction of FOFA, client’s best interests are now more likely to come first, say Dover Financial founder, Terry McMaster.
A fee for service financial planning practice will reward you intellectually, socially and financially – and make a real difference to your clients’ lives, writes Terry McMaster.
There are smart ways for advisers to both address underinsurance with clients and secure their trust and long-term engagement, writes Terry McMaster.
Financial planners are perfectly positioned to develop the knowledge to analyse direct shares and offer clients direct share advice, writes Terry McMaster.
The real beauty of an SMSF practice lies in bringing the SMSF administration and audit process under your roof, writes Terry McMaster
There are a number of ways planners can become clients’ primary adviser when it comes to provision of tax advice, writes Terry McMaster
A good business with a competent operator almost always produces returns well ahead of any other investment, writes Terry McMaster
A financial planner not advising on property is like a doctor not advising on the right side of the body, writes Terry McMaster
There are nine core competencies that advisers must master if they are to be trusted implicitly by clients, writes Terry McMaster
There are a number of ways in which advisers can build a great fee-for-service SMSF practice, writes Terry McMaster.
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