PlannerLounge

Resource Site for Financial Planners in Australia

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Current Books or Businesses for Sale
CLICK HERE * Please note that some practices have for confidentiality reasons chosen...
How Financial Advisors should position their pricing
In this video Jim Stackpool author of What Price Advice gives advice on...
What would your clients say?
If we asked a random selection of your clients RIGHT NOW, what they...
Business Sustainability Check-up
Business Sustainability Checkup Special Offer to Planner Lounge Readers REQUEST YOUR...
AstuteWheel Makes Financial Planning Sexy
A new client engagement tool has been launched which can help...
Video Testimonial Special Offer
Request for more information on Special Offer FirstName LastName Title Email Company...
Seven reasons to use client testimonial videos
Clients relate to others in their situation It is simply human nature to...
Simple Client Value Propositions by Stewart Bell
A few months ago I wrote an article called How to run a...
“Ten rules for a trust-based relationship” by Sue Viskovic
Trust is a word that is frequently associated with financial advice, and unfortunately...
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
When markets are weak, cost of living is rising, Government deficits are looming,...
Leaping into ownership by Lana Clark
There is a big difference between working for someone and being the big...
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
When providing advice on risk, how far does your responsibility go? Is it...
Astute Wheel request for more information
Request for more information ...
Warning: Do not lend SMSF money to members
Though there are many rules to follow while running a self-managed super...
Harvard Business School Elevator Pitch Builder
You have one minute to explain yourself your goals and your passions. Your...

Latest Posts

Insights from a 50 year stock market veteran
Insights from a 50 year stock market veteran...
Don’t be afraid of the stock market
The stock market turbulence of 2008-12 in Australia and around the world has...
A common SMSF breach and how to avoid it
The question often arises whether the SMSF is allowed to enter into a...
How referable IS YOUR BUSINESS?
Lead generation is now more important than ever and client referrals are the...
A similar time in history – Michael Bailey talks
A similar time in history – Michael Bailey talks ...
The Michael Bailey Rules!
The Michael Bailey Rules! It’s essential to define a reasonable returns objective (how...
Do you have any South African clients
CLAIM LOST MONEY IN SOUTH AFRICA Emigrating from South Africa doesn’t mean...
Self Employed Planner – Self assessment tool
Could you be the biggest barrier to your own business success? ...
How referable IS YOUR BUSINESS?
Lead generation is now more important than ever and client referrals are the...
Modern Portfolio Theory Re-visited
Modern Portfolio Theory Re-visited Poor Harry Markowitz. Every time investors get whipped in the...
Institute of Managed Account Providers interviews OneVue on UMA’s in Australian marketplace
The managed account marketplace in the United States is worth around US$2.1 trillion...
Hydroponic Advisers
Hydroponic Advisers A few weeks ago I had the good fortune to catch...
Understanding and Overcoming Obstacles to Financial Success
Most people do not have a personal financial plan let alone one that...
Understanding opt-in
Ask an Australian Financial Planner for a four letter word starting with F...
Current Books or Businesses for Sale
* Please note that some practices have for confidentiality reasons chosen not to...

Articles

Register here as an interested Buyer
BUYING Register here as an interested Buyer and receive...
Emerging Trends – The Adviser as a Fund Manager
Emerging Trends – The Adviser as a Fund Manager One of the more...
Sydney Mastermind Group Invitation – Financial Planners
You are invited to a Financial Planning Mastermind Group study on “The 21...
Good Leaver Bad Leaver Clause Video
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Stamp Duty Video
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Warranties Video
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Heads of Agreement Video
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Restraint of Trade
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Bringing in an Equity Partner
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Deferred Payments / Clawbacks
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
GST implications when buying or selling
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Drag Along Tag Along Rights Video
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03)...
Trends in investment in retail wealth management – where is money flowing, why and what is the outlook?
2011 has been another tough year for our industry so far. The machinations...
Buying or Selling a Practice – Legal Series (8 Videos)
Drag AlongTag Along Rights Good Leaver Bad Leaver Clause Deferred Payments or Clawbacks...
Being in business in the new, highly regulated Advisory world – Slide Show
Click here for Paul Resnicks Slide Show on Being in business in the...

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