Communications & Marketing

Communications & Marketing Articles

SCOTT BREWSTER | Comments | THURSDAY, 11 JUN 2020

Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. However, selling a practice is not like listing a products ... Due ... Read more

How advisers can improve client engagement

SCOTT BREWSTER | Comments | THURSDAY, 16 APR 2020

According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. According ... Read more

Using anchoring in negotiations

SIMON RUSSELL | Comments | WEDNESDAY, 25 MAR 2020

Financial advice marketing

ADAM BENSON | Comments | FRIDAY, 21 FEB 2020

Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier ... Over ... Read more

Media evolution means adjusting communication, not complete change

CLAUDIA PRITCHITT , LEEANNE BLAND | Comments | FRIDAY, 7 SEP 2018

In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven ... In ... Read more

Midwinter 2016 Digital and Social Media Survey

NAOMI CHRISTOPHER , JENNY PEARSE | Comments | FRIDAY, 24 MAR 2017

The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses ... The ... Read more

Insurance product replacement advice - a case in point

TREVOR HARRIS | Comments | THURSDAY, 11 DEC 2014

This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May ... This ... Read more

Financial advice - Australian consumers have their say

NEIL O'GRADY , ADELINA LALIC | Comments | THURSDAY, 11 DEC 2014

The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range ... The ... Read more

Life insurance snapshot: 10 industry trends shaping the landscape

DARREN STEVENS | Comments | THURSDAY, 11 DEC 2014

While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems ... Read more

What is on the horizon for life insurance in super?

MARTIN BRECKON | Comments | THURSDAY, 11 DEC 2014

In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the ... In ... Read more

Marketing - Smarter not Harder, Proactively not Reactively

SAM AYLETT | Comments | SATURDAY, 10 JAN 2009

Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed tools to help their advisers. AXA based advisers are ... Sam ... Read more

Building a brand the strategic way

TIM BROWNE | Comments | TUESDAY, 1 JAN 2008

Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business owners when they purchased an older life insurance ... Running ... Read more

Latest News


Remote exams offered to Melbourne advisers KARREN VERGARA The Financial Adviser Standards and Ethics Authority is providing remote-sitting options for financial advisers in Melbourne affected by COVID-19 restrictions.	Calls to axe TPB for financial advisers ELIZABETH MCARTHUR There are calls to stop financial advisers having to register for the Tax Practitioners Board (TPB) after a recent reshuffle of the board has seen the regulator without an advice representative.

Super advice firm buys robo-adviser ANNABELLE DICKSON Digital superannuation advice provider SuperEd has acquired robo-advice provider Clover.	Robo-advice a complement, not disruptor: Six Park ANNABELLE DICKSON The advice industry is faced with increasing demand for affordable and accessible financial advice and implementing digital solutions to segment clients could be the answer, according to a new whitepaper.

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HUGH ROBERTSON
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CENTAUR FINANCIAL SERVICES PTY LTD

Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.

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Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Glenn Baird Head of Mental Health TAL	Manny Damianakis Head of Retail Sales Franklin Templeton Investments Australia	Simon Carrodus Solicitor Director The Fold Legal
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Public discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who ...	The various challenges brought on by COVID-19 have tested us as a country, with many Australians, organisations and communities feeling the effects of ...	How much do your clients really know about the managed funds they invest in? This is the critical question that all financial planners and fund managers ...	Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...
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