Australia

How to provide constructive feedback when peer reviewing a colleague's SOAs
A guide to help you ‘not be the person uninvited to Friday night drinks’. A peer review is essentially a risk control, and a lot of practices use it. It is another set of eyes confirming the advice is appropriate for the client, meets licensee rules, and satisfies the clear, concise and effective requirement. However, the…
Do your client relationships stand the test of time?
In the second article of The Quiet Client series, we discuss the best of client sentiment - what they rate highly about their adviser. Therein the pitfalls, traps and opportunities, to guide you to deliver the experience your clients are looking for and expect. Since the launch of our CATScan service over 20 years ago, we…
Retirement Is changing – what 25 years (and more) of advice has taught me
After more than 25 years working with Australians approaching and living in retirement, there is one thing I know for certain: retirement rarely turns out exactly as planned. That shouldn’t really be a surprise because life rarely turns out exactly as planned. That is not necessarily a bad thing. In fact, some of the most…
Insurance Datafeeds
Is anyone using insurance datafeeds in XPlan? Do they work well? I know in the past they've had some issues.

How to provide constructive feedback when peer reviewing a colleague's SOAs
A guide to help you ‘not be the person uninvited to Friday night drinks’. A peer review is essentially a risk control, and a lot of practices use it. It is another set of eyes confirming the advice is appropriate for the client, meets licensee rules, and satisfies the clear, concise and effective requirement. However, the…
Do your client relationships stand the test of time?
In the second article of The Quiet Client series, we discuss the best of client sentiment - what they rate highly about their adviser. Therein the pitfalls, traps and opportunities, to guide you to deliver the experience your clients are looking for and expect. Since the launch of our CATScan service over 20 years ago, we…
Retirement Is changing – what 25 years (and more) of advice has taught me
After more than 25 years working with Australians approaching and living in retirement, there is one thing I know for certain: retirement rarely turns out exactly as planned. That shouldn’t really be a surprise because life rarely turns out exactly as planned. That is not necessarily a bad thing. In fact, some of the most…
Insurance Datafeeds
Is anyone using insurance datafeeds in XPlan? Do they work well? I know in the past they've had some issues.

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