Resource Site for Financial Planners in Australia

Archive for the ‘Practice Management’ Category

The NEWS Personal Leadership Workshop

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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…)

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Help your clients make complex decisions for their future

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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…)

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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…)

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

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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…)

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Workshop Dates and request for more information

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   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…)

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Registration

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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…)

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Pricing Video – Elixir

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      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…)

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Pricing Questions and Fee Disclosure Statements

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 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…)

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How Financial Advisors should position their pricing

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In this video Jim Stackpool author of What Price Advice gives advice on how financial advisors should position their pricing using a simple pricing pyramid. Positioning your pricing is very important for financial advisors wishing to be independant of the financial institutions and give unbiased advice. http://www.jimstackpool.com 

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What would your clients say?

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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…)

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Business Sustainability Check-up

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  Business Sustainability Checkup Special Offer to Planner Lounge Readers     REQUEST YOUR SPECIAL PRICING LINK BELOW  FirstName LastName Phone Post Code* Email Do you know where to start?Our Business Sustainability Check-up is a confidential online survey that will allow you to test just how ready your business is (more…)

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AstuteWheel Makes Financial Planning Sexy

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    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…)

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Video Testimonial Special Offer

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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       

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Seven reasons to use client testimonial videos

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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…)

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Simple Client Value Propositions by Stewart Bell

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  A few months ago I wrote an article called How to run a great client value proposition session in 10 easy steps. The genesis of my article came from talking to many businesses who were confused trying to work out what a CVP was, how to create (more…)

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“Ten rules for a trust-based relationship” by Sue Viskovic

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Trust is a word that is frequently associated with financial advice, and unfortunately it’s often for the absence of it. When a consumer decides that they will seek advice, the most important factor to them when choosing their adviser, by a margin of more than two to (more…)

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Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic

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When markets are weak, cost of living is rising, Government deficits are looming, investors are nervous and our profession is affected by continual legislative change, the thought of assuming the foetal position under your desk may be appealing. As an adviser, we know that markets are cyclical, (more…)

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Leaping into ownership by Lana Clark

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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…)

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One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell

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When providing advice on risk, how far does your responsibility go? Is it enough to simply address clients’ own personal risks? What of the risks of those around them, with who their lives are intertwined? Expanding the risk analysis beyond the actual clients in front of you (more…)

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Astute Wheel request for more information

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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…)

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Warning: Do not lend SMSF money to members

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   Though there are many rules to follow while running a self-managed super fund (SMSF), Section 65 (Loan to members and their relatives) may be the most commonly breached.   The superannuation legislation prohibits the fund from providing loans or financial assistances to members of the fund (more…)

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Insights from a 50 year stock market veteran

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Insights from a 50 year stock market veteran

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Don’t be afraid of the stock market

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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…)

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A common SMSF breach and how to avoid it

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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…)

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A similar time in history – Michael Bailey talks

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  A similar time in history – Michael Bailey talks    

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The Michael Bailey Rules!

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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…)

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Do you have any South African clients

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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…)

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Modern Portfolio Theory Re-visited

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Modern Portfolio Theory Re-visited Poor Harry Markowitz. Every time investors get whipped in the financial markets, they take it out on his Modern Portfolio Theory – Joan Warner Wide diversification is only required when investors do not understand what they are doing – Warren Buffett Introduction I first (more…)

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Institute of Managed Account Providers interviews OneVue on UMA’s in Australian marketplace

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The managed account marketplace in the United States is worth around US$2.1 trillion and is growing by around 14 per cent per year, with the Canadian market growing by a similarly rapid pace. A segment of the managed account market that has been growing particularly quickly, with (more…)

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Hydroponic Advisers

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Hydroponic Advisers   A few weeks ago I had the good fortune to catch up with a Brisbane-based Financial Services Professional for lunch. In his usual style he provocatively introduced me to a concept he refers to as Hydroponic Advisers. I was intrigued and have attempted to take (more…)

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Understanding and Overcoming Obstacles to Financial Success

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Most people do not have a personal financial plan let alone one that is in writing.

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Understanding opt-in

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Ask an Australian Financial Planner for a four letter word starting with F and there is a good chance they will come up with FOFA. FOFA, of course is an acronym referring to the Australian Governments proposed Financial Planning legislative changes. Perhaps the most contentious proposal is (more…)

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Emerging Trends – The Adviser as a Fund Manager

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Emerging Trends – The Adviser as a Fund Manager One of the more interesting trends that I have been lucky enough to witness recently is the development of ‘in-house’ products or funds by financial planning groups. These are usually in the form of fund-of-funds, or multi-manager funds. (more…)

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Trends in investment in retail wealth management – where is money flowing, why and what is the outlook?

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2011 has been another tough year for our industry so far. The machinations of draft FOFA legislation, continued market volatility and the aftermath of the GFC have combined to create a continuing unpleasant environment. The market movements we’ve seen over the past 3 or 4 years have (more…)

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Being in business in the new, highly regulated Advisory world – Slide Show

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Click here for Paul Resnicks Slide Show on Being in business in the new, highly regulated Advisory world

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Emerging Trends in the UK Created by New Regulation

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Commentary on Emerging Trends in the Delivery of Financial Advice in the UK Created by New Regulation FinaMetrica cofounder, Paul Resnik, is just back from a seven week trip to the United Kingdom. Paul spoke with several hundred industry participants in 12 cities. These included advisers, banks, (more…)

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Misinformation, Fairy Floss Mountains, Cake Mix and the Spray

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How misinformation and misunderstanding lead to unrealistic expectations about long-term investment performance Obviously, short-term risk is most likely to first cause grief in a relationship. However long-term risk is no less problematic … and explaining it can be as difficult, if not more so. There are two (more…)

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What’s it all about? CVP Rater

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  One of the most important areas for a practice to be fully across is the articulation of its value proposition… what is it doing for the fees its clients are paying? Of course this has always been an important area and yet strangely it’s our experience (more…)

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Free Online trial – Fee for Service Education Programme

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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…)

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Getting Your Future of Financial Advice Right

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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…)

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Fee-For-Service for Practitioners Education Program

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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…)

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Future Of Financial Advice – The Next Phase

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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…)

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What will your Client Value Proposition look like in a fee for service environment?

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You’ve probably heard time and again that one of the early – and most critical steps in the process to transition a business to a fee-based pricing model is to get very clear on your Client Value Proposition, or C.V.P. Why? Undertaking an exercise to improve or (more…)

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Improve your pricing model + earn up to 27.5 CPD points

Client Engagement Letter

Request the Pricing Model Brochure below and Receive a Free Client Engagement Letter Template (value $99- Compliments of Elixir Consulting) delivered instantly via email If you’re looking to create – or perfect your pricing model and position your business for the future of financial advice, explore the (more…)

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What will your practice look like in the Future of Financial Advice?

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What will your practice look like in the Future of Financial Advice? There has been a lot of focus on the abolition of commissions in the FOFA report, however remuneration is just one of the areas impacted by the proposed legislation. Getting a business ‘fee ready’ involves (more…)

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Financial Advisor Profile – Ideal traits against Harrison Profile

Ideal Financial Advisor Profile Balance at Work and Growth Focus Wealth Management Recruitment have recently completed an exercise to benchmark what characteristics make certain people more successful than others as Advisors and Paraplanners. These success factors can be easily measured using the Harrison Assessments online testing tool. The (more…)

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Client feedback and your value proposition

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The Business Plan – Elixir Consulting

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The Art and the Science of Pricing.

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Preparing for the Unexpected – 5 ideas to keep in mind

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It was with great astonishment that we all watched the year start with the incredible once-in-a-lifetime floods rushing across Queensland destroying properties and businesses alike. Although the full scale and extent of the damage of the floods is still being worked out, we already know that it (more…)

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Digging Deep – Finding New Opportunities

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The start of a new year provides a timely opportunity to take stock of your business, how it went last year, and prepare for new year. However, many people miss out on invaluable insight and opportunities when it comes to reviewing the performance of their business, and (more…)

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Paradox Technology and Psychometric Testing

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In order for employees to prosper and be productive in a particular job, it is essential that they possess the traits that produce success and fit the culture of the company. Assessing those traits requires a system that reveals deep insight into human behavior. Most behavioral assessments (more…)

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Powerful Sales and Marketing Forecaster

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Tool for projecting your yearly revenue The Planner Lounge, have provided free of charge, through Business Health a powerful tool for projecting your yearly revenue. The SMP tool allows an adviser to forecast revenue flow over a 12 month period, using their stated assumptions. These assumptions can (more…)

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Assessing Risk Tolerance Scientifically

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Today it is generally agreed that planners have a professional, ethical and legal obligation to assess their clients’ risk tolerance. However, from that point on there is little agreement about what exactly risk tolerance is and even less on how it should be assessed. Yet these are (more…)

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Job Description Template for recruiting

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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…)

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Managing the Risky Business of Advice

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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…)

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Complimentary Scientific Risk Tolerance Assessment

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The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients’ financial risk tolerance – attitudes, values, motivations, preferences and experiences – and to meet common and statutory law know-the-client and duty-of-care obligations. FinaMetrica’s (more…)

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Are you anxious about the integrity of the risk profiling you use with clients ?

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For Advisers in Australia Only To request your complimentary risk profile assessment click below If the assessment quiz is five to ten questions that link to an asset allocation; then you have every reason to be concerned. A chunk of the questions relate to the clients’ financial (more…)

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Ask and you shall receive by Elixir Consulting

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Ask and you shall receive By Sue Viskovic and Lana Clark (Implementation Specialist), Elixir Consulting         “The only true wisdom is in knowing you know nothing”….”Knowledge talks, wisdom listens….” Do you know what your clients value about you and the services you provide? Long (more…)

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Motivating staff through reward – Why it doesn’t work ?

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Many managers try very hard to find new and more effective ways to motivate their staff through rewards.   Could seeking to motivate people with monetary rewards ultimately be a waste of time, effort and money? Take a look at this video animation of a talk given by Daniel Pink (more…)

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8 Steps to Successfully Selling Fee-For-Service to Your Clients

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8 Steps to Successfully Selling Fee-For-Service to Your Clients By Lap-Tin Tsun         With the Future of Financial Advice reforms on the horizon, and the Financial Planning Association already on board in moving their members away from commissions by 2012, Fee-For-Service is now an (more…)

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Warranties – Buying or Selling a Practice (Legal Series)

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Contact details Sydney   (02) 8090 6586 Perth   (08) 6102 1483 Melbourne   (03) 9010 6202 Brisbane   (07) 3040 3089

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Negotiation – Aspirations and BATNA

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What are the obstacles holding back further advances

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Rod Bertino on changes in Future Ready IV

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Rod Bertino talks about the state of the Australian Planning Sector and what has changed in Future Ready IV since the release of Future Ready III. http://www.youtube.com/watch?v=lwaL0BPmR7A

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Strengths and Weaknesses of Australian Financial Planning Businesses

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Rod Bertino talks about the findings of Future Ready IV and the strengths and weaknesses of Australia’s Financial Planning Businesses.

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The Dripping Tap Phenomenon

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What Is Your Time Really Worth? Under a Fee For Service model, the value of your time is based on your hourly chargeout rate. It is unlikely that you would heavily discount your chargeout when pricing a service, but this is what often happens under fixed fee (more…)

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Powerful Hiring Interview Questions

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    When hiring use some of these powerful interview questions to smoke out some areas that may not be obvious from a first meeting.       Click Here   Sydney (02) 8090 6586 Perth(08) 6102 1483 Melbourne (03) 9010 6202 Brisbane(07) 3040 3089  

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What are the 3 key factors in a Fee For Service model?

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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…)

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Hire Smart or Manage Tough

The SAOL Formula The “Behavioral Consistency Principle” states that the best predictor of future performance is past performance in a similar circumstance. A common mistake interviewers make to predict future performance is to ask a question such as “What would you do in a situation such as ….” This type of (more…)

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One Free Online Assessment – Predicting Work Performance

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 and weaknesses against set criteria, consider this (more…)

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Good Luck or Good Management?

Good Luck or Good Management? “We’re so lucky to have her.” “I took a chance and hired him.” “We don’t want to risk losing them.” We often talk about finding the right employee as if it’s more about good luck than good management.  Imagine if we spoke (more…)

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Whitepaper on Best Practice in Talent Assessment

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Benchmark your ratings against 50,000+ Financial Planning Client Responses

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Fee-For-Service Manual

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…)

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Common Shortcomings in Adviser Client Files

Are your client files adequate?  Acomplì have compiled this list of top common shortcomings of information held on client files, from extensive adviser file reviews.  Download this short checklist to see if there are areas you need to improve on. Common_Shortcomings_in_Adviser_Client_Files Download

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Selling a Financial Planning Practice : Limit your liability

Limit your liability Sellers of financial planning businesses should expect to give Warranties to the buyer in the sale agreement.  Warranties are contractual representations about the business and its assets, and relate to matters such as (a) compliance with laws; (b)accurate record keeping; and (c) absence of litigation or (more…)

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Parliamentary Inquiry Download

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Excel Template – Weighted Candidate Selection Matrix

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

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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

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Restraint of Trade in Financial Planning

Restraint of trade terms in the financial planning industry It’s confidential : restraint of trade terms can limit the activities of departing employees Businesses should closely analyse their agreements to ensure that they are drafted to reflect the manner in which their business and key personnel are expected to operate. A (more…)

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How profitable are your people management practices?

How profitable are your people management practices? When you look at businesses that really shine, regardless of their size, age, market or niche, their success can always be traced back to having exceptional employees. Attracting and retaining exceptional employees – the best talent – is only sustainable (more…)

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A simple guide to employee productivity

A simple guide to employee productivity We’re all busy, so here’s some quick advice on how to get the most from your staff! Of the millions of words written about productivity, there are really just three things you need to remember. For your employees to work the way you’d (more…)

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Bringing in a Minority Shareholder

Bringing in a minority shareholder or planning an exit The last thing people want to think about is the worst-case scenario of a partnership or succession plan gone wrong. Worst Case scenarios or addressing how to handle unforeseen events are too often overlooked in the excitement of (more…)

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Client file checklist by Acompli – Download Here

This is a useful and comprehensive client file checklist that Advisers providing Personal Advice can use. To Download Checklist CLICK HERE For all Your Complaince Needs. Acompli Delivers Expert Advice and Solutions to todays Australian Financial Services (AFS) Licensees Consulting – Licensing – Auditing – Compliance Management – (more…)

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Advisor Decision Flowchart

This is a chart showing the flow of considerations and resulting action and/or documentation that an advisor should be using in the process of providing financial advice.  For additional information on this document or any expert compliance advice call an Acompli office in your state on 1300 789 156 (more…)

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Financial Planning Benchmarks from Business Health

Breakout Box – To be read in Conjunction with Article Below KEY PRACTICE ATTRIBUTE HEALTHCHECK AVERAGE* Gross practice revenue “Notional” practice expenditure # “Notional” practice profitability # Number of individual clients Total number of staff (including principals) Number of principals Age of practice principal Revenue per staff (more…)

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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

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SAOL Recruiting Interview Formula – Growth Focus

Before interviewing a prospective employee consider using the SAOL approach to selecting the best possible person for the job. CLICK HERE

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Client Segmentation – Excel Template

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Job Description – Word Template

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…)

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The Five Growth Opportunities of a Recession

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Reference Check – Word Template

A word document template used when conducting a reference on a new employee Click Here

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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…)

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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…)

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Thank you

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Thank you for your request for special pricing on the Business Sustainability Check up. Please check your email for special link

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Astute Wheel Testimonials

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  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…)

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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…)

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What is the Astute Wheel ?

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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…)

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