Showing 1 to 10 of 18 articles: ESZYLFIE TAYLOR | WEDNESDAY, 19 JUN 2024 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 JODIE KNOWLTON | SUNDAY, 29 JAN 2023 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 SIMON RUSSELL | FRIDAY, 13 JAN 2023 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 BILL TSOUVALAS | FRIDAY, 11 FEB 2022 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 SIMON RUSSELL | FRIDAY, 7 MAY 2021 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 SCOTT BREWSTER | THURSDAY, 11 JUN 2020 Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more SCOTT BREWSTER | 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. So, it is safe to say the industry has some work ... Read more SIMON RUSSELL | WEDNESDAY, 25 MAR 2020 My most popular behavioural finance workshop series have been on negotiations. The participants in these workshops were typically teams of private equity investors and venture capitalists, or corporate mergers and acquisitions teams. Read more ADAM BENSON | 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 firms facing one, or all of the following ch ... Read more |
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Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.