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This paper considers some of the key issues financial planners should evaluate if they wish to go about incorporating advice on aged care needs into their financial planning business. Aged care is more than just hostels and nursing homes; it also includes ... Read more

Hugh Bannister of Optimo Financial has spent most of his working life building computer software modelling tools for the energy and finance leasing industries. Through the years Bannister has also received personal financial advice that has not served ... Read more

Running a successful business and managing the growth of personal wealth is not easy for business owners of small to medium-sized enterprises (SME). Most business owners are so busy working within their business that they do not have many opportunities ... Read more

Over the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. Estimates indicate about $600 billion will be transferred to and from the Baby Boomer generation (1946-1964) ... Read more

Reinventing financial planning was commissioned by the Institute of Chartered Accountants (in Australia) in March 2007 to examine future directions for the financial planning industry. In the paper it is suggested that the basis for professionalism ... Read more

Whether you're a Generation X or Y financial planner or a current financial planning business owner, a great deal of planning is required in order to be successful in your succession strategy. As a specialist provider of banking services to the ... Read more

Australian businesses and financial advisory firms in particular face the most radical transformation in leadership and work practices in decades as they prepare for the impending "war for talent". In recent years insightful business leaders ... Read more

There is no formula for a successful referral relationship in the nascent science of practice management. This is because the "X" factor plays a major part even though it is too often left out in Referral 101 guides. Yet without the motivation ... Read more

"A business operating model describes the capabilities that exist within an organisation including customer facing, infrastructural and management components". This is typically how a business operating model is defined in "consulting ... Read more