by Allison Hays | Dec 13, 2018 | Best practice, Financial planner, Partner
SMSF advisers seeking a reliable outsource service partner are confronted with a confusing array of choice. Which providers can be trusted to deliver on their promises and add real value to advisers’ businesses and how do their services differ? The Principal of...
by Allison Hays | Dec 12, 2018 | Uncategorized
The Chinese say, “the faintest ink is better than the best memory.” As every financial services business knows, file notes are everything. They provide the information that proves you know your client, forms the basis for recommendations, and documents...
