Our News Blog

Clean Records are Vital

How well do you know the clients on your database, especially the grandfathered ones? It’s vital, a “Get out of Jail Free” card. With the Royal Commission(RC) washing our laundry in public, the holes in our processes and our databases are being shown to the world....

read more

What the FASEA?!

I’m unsure that some of the changes that are being sought by the newly created Financial Adviser Ethics and Standards Authority (FASEA) are in the Best Interests of the public and the professionals they are seeking to regulate. One of the key points of change insists...

read more

Pitch a Winner

I had a great idea to present to my manager, we were meeting at 4pm and I could tell, even before I pitched it, the care factor was zero. It was like the Out of Office message had already gone up for the start of holidays. If you ever feel that good ideas have gone to...

read more

I Love My Pen!

“I love my pen, it helps me think” “It’s easier to hand write notes when I’m in front of a client” “I draw pictures to explain ideas and I need a pen to do that” If these are your reasons for hanging on to your pen, chances are that you’re doing twice the work. If...

read more

People and Numbers

There’s a growing disconnect in our world and I will call it people vs numbers.  When you work in a service industry, whether that’s financial services, retail, food or another type, the bills are paid by the customers, or clientele that come in the door and part with...

read more

Process Mapping – Know where you are

Today's article is from Lucas Meadowcroft, founder and CEO of CROFTi, business innovation and technology experts. Do you know how your business operates today? Is starting a new project or changing something in the business going to get the outcomes you’re expecting?...

read more