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Last week, Stephen Jones, Assistant Treasurer and Minister for Financial Services, announced significant changes to financial advice regulation over three streams, with the ‘Stream one’ to …
Continue Reading about A ‘fit for purpose’ advice record and what it could mean →
In the world of financial advice, we often categorise our clients into neat segments based on their revenue generation. While this is a practical approach, it tends to overlook some client categories …
Continue Reading about Client Segmentation Part 2: Unlocking the flavour of each client segment →
Casting back 15 years or so, the idea of client segmentation in financial advice wasn't given great weight. For many practices, it was a 'nice to have'. At the time, profitability margins were …
In the rollercoaster ride that is the financial advice world, practitioners and their teams might feel like they're stuck in an M.C. Escher painting, with every twist and turn leading to yet another …
Continue Reading about Break free from paralysis: Small steps anyone can take to make work better →
Imagine you've spent considerable effort cleaning up your data, only to find it back in disarray a few years later. Happened to you before? You’re not alone. This is a symptom of what is called …
Continue Reading about Taming process entropy: How to keep the Rubik’s Cube solved →
With the Quality of Advice Review potentially shaking up several elements of the advice process, we are provided with yet another risk for advice practices to stagnate on their journey of continuous …
