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ARTICLES AND VIDEOS

How do other advisers charge?

How do other advisers charge?

Ahhh that old chestnut. It’s a question that is asked every time an adviser starts to think about reshaping their…

LIF is the least of your problems

LIF is the least of your problems

Many advisers are concerned that the Life Insurance Framework will damage their business by reducing their income and driving up the cost of life insurance. I wrote this article for specialist risk advisers in Risk Info Magazine, sharing my belief that while it is...

Educated clients are better clients.

Educated clients are better clients.

Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo...

A voice promoting financial advice to business owners.

A voice promoting financial advice to business owners.

We're thrilled that our MD, Sue Viskovic was featured this month in an article in the Chamber of Commerce magazine. Set amidst stories of great entrepreneurs and business ideas, in a publication read by business owners, Sue was given the opportunity to share a small...

How advisers can beat an overwhelming sense of impending doom.

How advisers can beat an overwhelming sense of impending doom.

We are at a point in history where the changing needs and desires of consumers, the evolution of technology and increasing intervention from government are converging on the advice profession to force significant change. While an adviser may have been able to ignore...

The dangers of a Cost to Serve analysis

The dangers of a Cost to Serve analysis

I wrote an article recently for Risk Adviser magazine, that I have recreated here for our subscribers. There are some significant changes afoot to the last bastion of advice commissions, and we’re getting a little concerned that advisers are being lulled into a false...