New Advice Fee Consent Rules – Will Your Clients Consent?

The new advice fee consent rules came into effect from 1 July 2021, but will your clients consent? The new rules require fee recipients to, inter alia, obtain written consent from clients before they can deduct fees from the client’s account, to set out the services...

Drive Stronger Relationships Using Client Experience

Research consistently shows that delivering great client experience drives stronger relationships and this leads to better business outcomes.  Have you ever thought about how your clients’ experiences of using services like Netflix, Apple, Amazon, and Facebook are...

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs AdviserRatings: an AdviserRatings Alternative

This article provides a comparison of MyNextAdvice vs AdviserRatings to help you decide if MyNextAdvice is an AdviserRatings alternative. When putting together this comparison it was necessary to complete an in-depth analysis of data on the AdviserRatings...
FASEA Code of Ethics Values – Honesty

FASEA Code of Ethics Values – Honesty

FASEA's Code of Ethics commences 1 January 2020 and is underpinned by five (5) values  - this is a guide to Honesty. No one wants to do deal with a dishonest person, so your clients want to see evidence that you consistently conduct yourself in an honest manner. Can I...

FASEA Code of Ethics Values – Competence

FASEA Code of Ethics Values – Competence

FASEA's Code of Ethics commences 1 January 2020 and is underpinned by five (5) values - this is a guide to Competence. Each of your clients will be interested in the competence you can exercise (and demonstrate) whilst delivering your professional services. Can I...

Essential Elements of a Sound Value Proposition

Essential Elements of a Sound Value Proposition

What's the point of having a value proposition? There are very clear signs of the decline in the vertically integrated business model. This model has been dominated for a long time by financial institutions with large marketing budgets and cookie-cutter value...

How To Identify Your Ideal Client Persona

How To Identify Your Ideal Client Persona

Have you defined the ideal client persona for your practice? When you are in the early stages of growth, it’s likely you’ll be operating on a shoe string budget and the responsibility to grow your practice is yours alone. So, it’s important you undertake activities...

Why Client Retention is Critical

Why Client Retention is Critical

No practice will ever achieve 100% client retention over the medium to long-term but client retention is critical to practice success. All clients will depart this mortal coil at some point in time, others will divorce or separate and still others will relocate to a...

How to Demonstrate Value for Money

How to Demonstrate Value for Money

Being able to demonstrate value for money to clients has always been an essential requirement for business longevity. Both the Final Report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry and FASEA’s Code of...

Easily connect to an adviser who will make you happy.

Understand your clients and grow your practice.

Share This