Understanding personality traits and types can be a gamechanger for your professional relationships and personal growth. Read more

This paper focuses on influencer marketing, specifically prohibitions related to the provision of unauthorised financial services, inducement and referral selling, misleading and deceptive conduct, and engaging in unconscionable conduct. Read more

Communication skills are a crucial element in the ability to add value to an organisation. Read more

As a financial adviser, building trust and credibility with potential clients is paramount to increasing your closing ratio and growing your wealth management practice. Read more

The way customers or clients interact with businesses has rapidly evolved in recent years. What has not changed, however, is the need to provide an outstanding experience in order to retain those customers. Read more

For those who never saw the film Don't Look Up, it is a movie about how the human race responds when they discover that a large comet is on a collision course with Earth. One interesting aspect about the movie was how it dealt with risk and uncertainty ... Read more

The COVID-19 pandemic and government response to it has been hard on many Australian families. In the early days of the pandemic, when governments across the globe were shutting down offices and venues where many people gather, there was much uncert ... Read more

While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Read more

Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more

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. So, it is safe to say the industry has some work ... Read more