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Are employers the next frontier for advisers?
The majority (63%) of Australians under 40 are open to financial advice delivered through digital channels and hybrid models – and employers may be the quickest route to accessing these customers. Per the The Big Lift report, developed by Deloitte Access Economics in collaboration with Iress, "there is a disconnect between…
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Time to get off the fence
There is an amazing opportunity for progressive businesses and leaders to make a significant positive impact on those we work with and or those that we employ. For those who know me or have worked alongside me, you’re well aware that I am a passionate advocate for improving financial education and supporting behavioural…
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Your path to profit webinar
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what…
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Clients love me – I think?
The recent launch of Profit Booster continues to attract a lot of interest and feedback. This unique online tool offers business owners objective and independent insights as well as positive suggestions to further the "health" of their practice. It's also supported by a wide range of educational, thought-leading and…
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The nexus of trust
With the 25 years of experience I’ve had in this industry, I’m fortunate to receive referrals from accountants, industry super funds, mortgage brokers, and existing clients. These partnerships allow me to work with a diverse client base – from young families starting their financial journey to professionals, SMSF trustees…
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Stop building strategies in a vacuum
Understanding how your business compares to your marketplace peers can provide a critical perspective to your planning process. As Peter Drucker once put it, “Only outside a business are there results, opportunities and threats.” It’s for this reason that Business Health has been delighted to be a part of the Advisely…
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Are you protecting your reputation capital?
Digital professionalism isn't just about having a nice website and posting occasionally on social media. It's about having an online presence that builds reputation capital: the trust and credibility that becomes your competitive advantage as a financial adviser. But there are both opportunities and stakes at play here. On…
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Don't just find clients – find the right clients
In the financial planning world, success isn’t about working with just anyone – it’s about targeting the right clients who align with your expertise and service model. For us, the ideal client isn’t just someone looking for financial advice; it’s individuals with a high level of investible assets and financial complexity.…
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The psychology of client engagement
If you've ever spent time anxiously awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process. So: how do you ensure clients don't feel like they've slipped through the cracks? It starts with understanding what clients actually need from…
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CPD webinar: The growth debate
Over 80% of Advisely members are planning to grow their advice business in the next 5 years. But with 40% citing finding ideal clients a top challenge, the pressure is on to get smart and intentional about growth. Catch up on our unmissable debate on the right way to grow and see all your questions answered by a panel of…