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...

FASEA’s Code of Ethics: Existential Threat or Golden Opportunity?

Lots of people in the industry are yelling right now because they have serious concerns about the introduction of FASEA’s Code of Ethics. It commences on 1 January 2020, less than 40 business days from now, and has largely flown under the radar since its enactment...

Client Experience and the Code of Ethics

The wealth management industry faces unique and significant challenges as it responds to a tsunami of regulatory change, including the Code of Ethics, which is legislated to commence from 1 January 2020 (less than 3 months away). A core issue the industry needs to...

Why Client Feedback Matters More Than Ever

At a time of massive changes within the industry, it may surprise you to learn that less than 30% of practices collect client feedback on a regular basis. And even then, most struggle to understand and take appropriate action on the results. I'm regularly informed by...

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