by Craig Leonard | Nov 8, 2022 | Advice, Business Management, Business Plan, Client Service, Videos
Are you stuck in the cycle? It’s incredible to think how many advisers and business owners are telling us that despite their best intentions, they are still struggling to find time. Time to work on their business. Time to plan their strategies for their OWN...
by Craig Leonard | Nov 8, 2022 | Advice, General, Succession, Videos
There are 216,000 undergrads in Australia studying commerce or business degrees right now… and yet FASEA records show that we only had 300 graduates from the financial planning degree last year! That is not enough to replenish our adviser numbers and help...
by Craig Leonard | Nov 4, 2022 | Advice, Articles, Client Service, General, Sales & Marketing
There are many advisers in a position at the moment of being so inundated with new client referrals and enquiries that they have a waiting list of people wanting to see them. AND we are also coming across some advisers in the opposite situation. They’re looking to...
