Resource Site for Financial Planners in Australia

Archive for the ‘Employment’ Category

The NEWS Personal Leadership Workshop

©-NEWS-compass-4-colors2

The NEWS Personal Leadership Workshop This is a two-day workshop designed to develop and articulate the participants’ authentic internal compass. Using the NEWS Model, it takes participants on a discovery journey into each of the four directions of their compass and provides them with the tools to (more…)

Read more

Help your clients make complex decisions for their future

GP Final_Shoulder

12 questions to ensure you can deliver the best for your clients and team At Lighthouse we believe that in times of increasing uncertainty, those with a clear internal compass to guide their decisions will be more successful in achieving their goals. This applies both to clients (more…)

Read more

Business Planning Webinars

WEBINAR Elixir

 2 July 2013 – 12 Noon AEST   (Register Now!)  10 July 2013 – 3.00pm AEST (Register Now!)  Make the 2014 Financial Year your best one yet!   What will be the one thing you can do to ensure that you enjoy a better 2014 financial year (more…)

Read more

Why you should not post out all of your Fee Disclosure Statements on July 1 (and what to do instead)

FDS flowchart

Most Australian advisers are currently absorbed in altering their business practices to comply with the new FoFA Legislation, and a particularly large issue is deciding on when and how to deliver their Fee Disclosure Statements (we now have a three-letter F word … the FDS!). We have (more…)

Read more

Workshop Dates and request for more information

Sue_headshot_-_social_media

   Planner Lounge is proud to bring you the latest offering from Elixir Consulting, Australia’s pre-eminent experts on creating pricing models for advice businesses….Registrations are now open for the next intake of their Evolution Program, for advisers wanting to perfect and implement their fee-based business model in the most (more…)

Read more

Registration

Sue_headshot_-_social_media

REGISTRATION Planner Lounge is proud to bring you the latest offering from Elixir Consulting, Australia’s pre-eminent experts on creating pricing models for advice businesses….Registrations are now open for the next intake of their Evolution Program, for advisers wanting to perfect and implement their fee-based business model in the most (more…)

Read more

Pricing Video – Elixir

Sue_headshot_-_social_media

      Planner Lounge is proud to bring you the latest offering from Elixir Consulting, Australia’s pre-eminent experts on creating pricing models for advice businesses….Registrations are now open for the next intake of their Evolution Program, for advisers wanting to perfect and implement their fee-based business model in (more…)

Read more

Pricing Questions and Fee Disclosure Statements

Sue_headshot_-_social_media

 We are often asked by advisers to take a look at their pricing model and let them know if they “have it right”.  This begs the question, “is there such a thing as the right pricing model?” Does the model we have chosen (flat/asset based/hourly rate/insurance commission/hybrid (more…)

Read more

What would your clients say?

Sue_headshot_-_social_media

If we asked a random selection of your clients RIGHT NOW, what they thought of your business, What would they say? Do you know what your clients value about you and the services you provide? Whether you are completely overhauling your business to change your charging method, (more…)

Read more

AstuteWheel Makes Financial Planning Sexy

hans egger

    A new client engagement tool has been launched which can help advisers illustrate the value of advice. The www.AstuteWheel.com.au – Client Engagement Platform is an online program designed to enhance the client engagement experience and process.“If we want people to more than just accept that (more…)

Read more

Video Testimonial Special Offer

test pic

Request for more information on Special Offer    FirstName LastName Title Email Company City Post Code Phone Comments / Message Or call 0414 299 153 Other articles 7 Reasons to Use Video testimonials : Click Here       

Read more

Seven reasons to use client testimonial videos

pru

Clients relate to others in their situation It is simply human nature to want to hear from others in a similar situation to yourself.  A happy client describing your product or service adds invaluable credibility to your business. Far more powerful than written testimonialsA video testimonial communicates to your (more…)

Read more

Leaping into ownership by Lana Clark

lana clark

There is a big difference between working for someone and being the big kahuna, the head honcho, the boss! Are you the sort of person more suited to working in a salaried financial planning position, or do you see yourself calling the shots, with all the extra (more…)

Read more

Astute Wheel request for more information

hans egger

Request for more information                          FirstName LastName Title Email Company City Post Code Phone Comments / Message / Requests Testimonials : Click Here For a Demo : Click Here What is the Astute Wheel ? Click (more…)

Read more

Insights from a 50 year stock market veteran

plannerlounge 6

Insights from a 50 year stock market veteran

Read more

Don’t be afraid of the stock market

stick market

The stock market turbulence of 2008-12 in Australia and around the world has had the effect of frightening investors both young and old, into changing their long-term retirement strategies often in favour of term deposits or other ‘safe’ cash investments. For many of us however, ‘long term’ (more…)

Read more

A common SMSF breach and how to avoid it

plannerlounge 01

The question often arises whether the SMSF is allowed to enter into a transaction with a member or a related party. This is a question that is of great concern to the ATO as it is also one of the most commonly breached areas of SMSF operation. (more…)

Read more

A similar time in history – Michael Bailey talks

plannerlounge 3

  A similar time in history – Michael Bailey talks    

Read more

The Michael Bailey Rules!

plannerlounge 6

The Michael Bailey Rules! It’s essential to define a reasonable returns objective (how can we achieve a goal if we don’t know what it is?) It’s essential to define ‘long term’. It’s essential to understand when a ‘cash’ investment (eg a term deposit) is an appropriate investment (more…)

Read more

Do you have any South African clients

saflag

CLAIM LOST MONEY IN SOUTH AFRICA   Emigrating from South Africa doesn’t mean loosing your birthright or citizenship. The benefits, however, are numerous; you qualify to with draw your South African based retirement annuities before age 55; your South African source inheritance and t rust benefits can (more…)

Read more

Free Online trial – Fee for Service Education Programme

Plannerlounge 34

Prepare Your Practice for Fee-For-Service An Independent & Qualified Solution Sign-up for a Free Trial and Discount! In the lead up to the Future of Financial Advice reforms and the switch to fee-for-service on 1st July 2012, now is the crucial time to prepare your practice to (more…)

Read more

Getting Your Future of Financial Advice Right

Plannerlounge 36

Unless you are a purely risk-based adviser, the latest round of updates to the Future of Financial Advice reforms, in additional to the Financial Planning Association’s remuneration policy, ensure that come 1 st July 2012, the majority of financial advisers will be operating on a fee-for-service basis. (more…)

Read more

Fee-For-Service for Practitioners Education Program

plannerlounge 46

With the Future of Financial Advice reforms and the banning of commissions, soft dollar benefits, and volume rebates due to take effect in a little over a year’s time, it is essential that every financial planner and practice owner takes a good hard look at how prepared (more…)

Read more

Future Of Financial Advice – The Next Phase

Plannerlounge 38

Appearing just post-Easter on the 28th of April, the latest FoFA update addressed a smorgasbord of outstanding items; some expected, with one or two more left field than most. And when looked at as a whole, it is very clear that the future of financial planning rests (more…)

Read more

Job Description Template for recruiting

Plannerlounge growth focus logo

A useful word template for preparing a job description for a new position Growth Focus is Australia’s primary resource for the recruitment of Financial Planning professionals. With one of the most extensive networks of Financial Planners and Wealth Management professionals, we service the entire country keeping clients (more…)

Read more

Managing the Risky Business of Advice

manage risk business

Managing the Risky Business of Advice By Geoff Davey The planner and client share a common interest: neither one wants the relationship to end unhappily. Sloppy risk processes make planners vulnerable to claims by unhappy clients. It can be all too easy for a client who has (more…)

Read more

Seeking new Opportunities

seek new opportunities

Seeking new Opportunities DETAILS HELD IN STRICT CONFIDENCE Growth Focus provides a tailored recruitment service for the Financial Planning and Wealth Management Sector across Australia. We have over 7 affiliate offices across Australia as an active member of the NPA recruitment Network. This gives our clients and (more…)

Read more

One in three candidates lie

candidate interview

        ___________________________________________________________________________   Brought to you by     Balance at Workis the human capital expert for financial services companies of 5-500 employees. We combine the most accurate, insightful and easy to use online testing tool with expert advice, to give managers confidence to (more…)

Read more

Quickly evaluate applicant’s resumes

evaluate

                      http://www.youtube.com/watch?v=VD2zkqKrGXI ____________________________________________________________________________________                                                     Brought to you by         (more…)

Read more

Fee for Service Manual – Free 25 page Summary pdf

Implementing a Fee-For-Service Model The fee-for-service manual was specifically written by Cost Accounting Specialists CL Whelan and Associates for financial planners to provide practical advice on implementing a fee-for-service model within their practice. The manual has been accredited by the Financial Planning Association of Australia. Participants who (more…)

Read more

Seeking a Wealth Management Job : 7 Resume Mistakes to avoid

___________________________________________________________

Read more

Kaplan Exclusive offer for ten (10) Planner Lounge Subscribers

The industry is changing. Is it time you upgraded your education? It’s all over the news – industry figures calling for planners and advisers to hold tertiary qualifications. To address industry demand for quality higher education qualifications, Kaplan Professional has introduced the GraduateDiploma of Financial Planning, and (more…)

Read more

Predicting Work Performance – 1 Free Online Self Assessment

              Special Offer to Planner Lounge Readers from Balance at Work and Growth Focus Recruitment Know Yourself, Know your People If you are recruiting, looking at building high performing teams, developing and coaching or simply wish to assess your own strengths (more…)

Read more

Eat that Frog – double your productivity, performance and output – Workbook

An old saying is that “If the first thing you do each morning is to eat a live frog, you can go through the day with the satisfaction of knowing that that is probably the worst thing that is going to happen to you all day long!” It (more…)

Read more

Excel Template – Weighted Candidate Selection Matrix

A helpful recruiting tool for selecting the most appropriate candidate DOWNLOAD HERE

Read more

Jobs / Wealth Management Recruitment Link

Jobs / Wealth Management Recruitment Link

Read more

For anyone who has ever missed a deadline

Click here for an overview and pdf booklet preview of the Time Management Eat that Frog Program CLICK HERE

Read more

Planning Careers In Focus

Read more

Planning your productivity run into Christmas

How do successful people plan their productivity run into Christmas? By Jim Prigg How I help my people is to get them focussed on setting achievable targets. These targets need to be realistic and based on their own income requirements. Leave any team or corporate goals out of (more…)

Read more

Inaugural National Planner Survey Results 2009

The Inaugural 2009 Financial Planning Education Trends Survey Tables and Results (April 2009) Please fill in comments form below and we will send you a 13 page pdf version

Read more

Education Trends of Financial Planners/Advisers Survey

The Inaugural 2009 Financial Planning Education Trends Survey Tables and Results (April 2009) In partnership with: Key Insights from Education Trends of Financial Planners/Advisers Survey Table 1: Roles and client demand assessed Total* Do you believe clients’ demand for financial advice over the next 12 months will… (more…)

Read more

Need some motivation ? Watch this video

Read more

Planners Survey Closed – Result Due in May

Read more

Excel Brain Teaser-Recruiting Tool-Can you do it in under 15 minutes?

.

Read more

What happens to our behavior under stress

Read more

Suggested Financial Adviser/Planner career pathway

Read more

Keywords and Search technology

Read more

William Johns interviews Mary Louise Muscat

Read more

Financial Planning practice and Legislation Quiz

Test Yourself An interactive online Quiz that tests your general knowledge in financial planning practice and legislation. Will you get over 80% ? Individual Results Not stored – For your use only First Name Last Name Email Company Comments / Questions Click Submit and the Online Quiz (more…)

Read more

Resume Template in Word

___________________________________________________________

Read more

NAB Journey Framework – interview with Michael Hallas

We interview Michael Hallas the WA State Manager for National Australia Bank – Financial Planning about the banks approach to bringing on and developing planners. How would you best describe the current Financial Planning environment? The Financial Planning industry is undergoing significant change. Technology is commoditising many services traditionally provided by Planners, and at (more…)

Read more

Regional Survey – Why planners move – Non Metro Focus

Growth Focus does a significant amount of work in Regional Australia. In fact the early stages of business focussed solely on regional non metro roles. Due to access to a strong regional planning network we recently conducted a survey seeking to find the major motivators by which a planner would move (more…)

Read more

Recruiting Kit

Fill out the form and receive the   Recruiting Kit Absolutelty Free   The Recruiting Kit pack Contains 1.       Video on Candidate and how to Smoke out dishonesty – “Most candidates Lie” 2.       Behavioral Questionnaire Template   3.       Reference Checking template 4.       JOB (more…)

Read more

Astute Wheel Testimonials

hans egger

  TESTIMONIALS     The first client that I presented the Astute Wheel process to ended up being worth $7,000 in fees easily covering my first year’s subscription. (Matt Leech, Financial Adviser, PSK Financial Services, Sydney, NSW)   The insurance calculator has been an excellent tool working (more…)

Read more

Astute Wheel Roadshow Events

   REGISTER FOR FREE EVENT – 4pm Sydney  Wednesday 2nd April Christie, Level 4, 100 Walker Street, Mozambique Room, North Sydney Melbourne: Monday 7th April Karstens, Room 1203, Level 12, 123 Queen Street, Melbourne Brisbane:  Wednesday 9th April Christie, Endeavour 1 Room, Level 1, 320 Adelaide Street, Brisbane Perth:  Monday 14th (more…)

Read more

What is the Astute Wheel ?

astute_wheel

Let’s face it, most people do not find financial planning sexy. It can sometimes be a bewildering and confusing process, leaving clients and prospective clients feeling overwhelmed. If we want people to more than just accept that they need a financial plan; if we want them to fully (more…)

Read more

Self Employed Planners / Merge Opportunities

FP Exchange has a number of opportunities for Self Employed Planners Seeking to either merge with a larger organisation, exit or switch Dealer Groups. There are also a number of opportunities for a planner to increase the size of their business by taking on an additional large (more…)

Read more

THANK YOU

Thank you your details have been received  http://elixirconsulting.com.au/   

Read more

AUSTRALIAN RG 146 qualification/DIPLOMA

REGISTER INTEREST AUSTRALIAN RG 146 qualification/DIPLOMA JOHANNESBURG 5th to 10th November 2012 ………….. 6 day workshop First Name Last Name Email Company Address City Post Code State/Province Title Website ….. Phone Cell Comments Questions Queries .…………. I wish to attend an event Johannesburg *Please select location in (more…)

Read more

THANK YOU

hans egger

Thank you for registering for the AstuteWheel Demonstration. Please put it in your diary. We will pass on your request to the AstuteWheel Team and they will contact you soon with the Venue details.

Read more

Australian Practices against the best in the world – Rod Bertino

Read more

Latest Posts

Latest Posts

Articles