by Allison Hays | Dec 13, 2018 | Uncategorized
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 | Best practice
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...
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 | Sep 12, 2018 | Uncategorized
The sharing economy is where an owner rents out something they aren’t using, such as a car, house, even kitchen appliances to a stranger. There’s no limit to what you can find in the sharing economy, and the prices tend to be lower as there’s limited infrastructure....
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...
