Defining good financial advice can be difficult. Too often, clients believe that a good return on their investment relates to good advice, and too often financial planners perpetuate this myth.
Robo-advice is becoming more popular as a standardised alternative to traditional financial advice, but how can planners add value in the face of “digital disruption”?
It could be tomorrow, it could be next year, it could be 2020 – but the next market correction is inevitable. Safeguard your business against volatility with the following 5 steps.
The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirement or already retired. Over many years we have provided them financial guidance and they pay us well. As financial planners these are the clients we love!
Estate Planning is, in many cases, treated by financial planners as an afterthought. But the glaring fact is that 45% of Australians not have a valid Will – this should be seen as an opportunity for Financial Planners to engage on this with their clients and do more.
There is another group of potential clients who are in desperate need of good advice now and have the opportunity to become your high income accumulator and wealthy retiree of the future. These are the young family.
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?
Considering venturing out on your own? Here’s everything you need to know to start and grow your own business…
Most financial advisers charge their clients more for ongoing service than they do for initial advice but provide less value. Here are five things you should do to provide real value in your review process.
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