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 Improve Efficiency, Revenue and Compliance

We live in extraordinary times. Many licensees and practices are trying to identify how to improve efficiency, revenue, and compliance to deal with the confluence of COVID-19, rapidly changing compliance obligations, technology advances, and shifting client...

Adviser Ratings Sites Need To Be Treated With Caution

We were recently contacted by a financial adviser (let’s call him Dave). He wanted to get our opinion about whether to accept an invitation to participate in a online adviser ratings and review service. The service provider had urged him to ‘claim’ his profile...

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...

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