Advisers, wake up your dormant clientsBY CHRISTOPHER PAGE | TUESDAY, 10 JUN 2014 5:51PM Finding new clients, taking care of the ones that you have and engaging on social media are some of the main ingredients in any adviser's recipe to business success. However ... Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
ASIC bans advisers for dodgy Shield Master Fund advice
|Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.
Findex partners with brokerage firm to deliver 'best-in-class' service
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
hi Chris,
This is a very confronting bit of research for Core Data and it's really supported by the results we have seen when practices start using our client review services.
The difference is they discover so many new advice prospects they have to really think about becoming much more efficient at delivery advice.
Service sells and every client deserves to be reviewed annually. But it's the cultivation of these clients that make a practice more profitable, worth more and truly connected to its clients.
Great story and I agree that the news is confronting.
However contact details and eliciting a response from these database names is the challenge.
It is not the simple exercise of phoning and engaging that it is proported to be.
Contact details can be out of date and mail or email is regularly ignored.