


Debt Stress linked to reduced Employee Productivity
Debt stress and its associated ill health looms as a core workplace issue for Australian employers.Over 50% of respondents to AMP’s 2016 Financial Wellness Report indicated that they are not confident about their financial position, and struggle to even meet their day...
Are you talking or shouting at your clients?
How many clients do you actually talk to? Actually engage with, not just send out an email with your latest blog or some other marketing tactic you’ve been told to implement by a consultant. Chances are that you don’t speak to that many at all. Now, think about the...
The client experience – the key to success
The purpose of any business is to make money.
However, this is becoming harder as revenue dries up and the cost of operation continues to grow. In order to offset this cost, we need to collect more revenue from the client, and so we enter a loop of chasing clients and money but having to spend more on marketing and infrastructure to get the same income.

Providing value in a changing marketplace
The financial services world is changing. We are in what is being heralded as crunch time for many financial advisers and their firms. This is why, now more than ever, it is crucial you provide value back to your clients. What is value? In some of the most traditional aspects of financial advising, value is seen as the money returned to the client.