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 | Oct 3, 2018 | Best practice, Financial planner, Paraplanning
A client has come in with a single need- maybe it’s income protection, you write it, wrap up the business and 12 months on, they renew and you review. It’s a perfect opportunity to do a few really important actions. Cementing the relationship with the client. Ask them...
by Allison Hays | Aug 12, 2018 | Best practice, Financial planner, Paraplanning
Best Practice is a process or procedure that is accepted as being the correct or most effective way to do something. Whether it’s delivering a great client experience or washing dishes, there is a “best” way to do most everything. Best practice is for everyone and it...
