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...

Why Client Feedback Is Your Best Friend

Despite efforts to do so, the industry simply hasn’t been able to convince the government and regulators that it can self-regulate adviser conduct to ensure better outcomes for consumers. Poor behaviours unearthed by the Royal Commission remain fresh in everyone’s...

Why Customer Feedback Is Your Best Friend

Overall, the industry has achieved a great deal in the last 5 years and is now responsible for originating roughly 55 - 60% of all new mortgages in Australia. Clearly, consumers are voting with their feet but that doesn’t mean the industry is without actual or...

Why Client-First Practices Ultimately Win

In this post, we set out the reasons why client-first practices ultimately win and provide some ideas about how to become a client-first practice. The industry is undoubtedly at its most important crossroad ever. It has the choice of continuing to pursue product-led...

FASEA Code of Ethics Guidance

This post provides FASEA Code of Ethics guidance about three words that direct what every adviser needs to be focused on from 1 January 2020 in order to secure their compliance with the code. The relevant legislative instrument (Financial Planners and Advisers Code of...

Easily connect to an adviser who will make you happy.

Understand your clients and grow your practice.

Share This