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How advisers can boost business by embracing client feedback
Successfully integrating client feedback can be a key driver of the success and growth of a financial advisory business. Not only does it help firms to improve their client...
Using AI in the advice process can open opportunities
Artificial intelligence (AI) has the potential to add considerably to the productivity of financial advisory practices, freeing up planners from routine tasks to focus on the real business of...
Helping clients make the transition to retirement
One of a financial adviser’s chief roles is to prepare, and then guide, their clients through retirement. The earlier advisers can start this process, the better the outcome is...
Michelle Tate-Lovery CFP® shares her thoughts on Congress and what you can expect to get out of attending this year’s FAAA Congress In Brisbane
Oh, my geez there will be so much to experience at FAAA Congress 2024… It’s overwhelming seeing the planning, concepts and content come to life at this premier event....
Why financial advisers need a compelling website
Establishing meaningful connections with clients is paramount in the realm of financial advice. Beyond face-to-face interactions, your website serves as a pivotal platform for fostering engagement and building trust....
Five ways that financial advice clients are better off
With the rising cost of providing financial advice, many planners are finding it more difficult to articulate the value of their fees to new and existing clients. However, evidence-backed...
How to value a financial planning practice
If you’re in the market to buy or sell a financial advisory practice, understanding its valuation is key to paying or receiving a fair price. Many well-established methods for...
It’s time to consider providing pro bono advice and how it can benefit you
Pro bono financial advice sounds like a good thing to get involved in. Using the same skills you use in your everyday job as a financial adviser to help...
