Financial planning firms: When to buy and sell

Whether you’re a potential buyer or seller of a financial planning firm, or you’re wondering whether to hold on to an existing business, there are some key factors to consider to ensure a smooth and successful transaction and outcome. The business of buying and selling a business brings into play a range of emotions so the challenge is keeping calm …

Why financial planning is a great career

  With worldwide industry disruption and technological advances occurring at a rapid advance, figuring out your career prospects can seem a little daunting, particularly in the finance sector. Robo advice and automated investing platforms are increasingly popular which begs the question: what is the future of financial planners and is it a good career option? A recent survey conducted by …

Connecting with Clients: Behavioural Economics For Financial Planners 101

We all make a multitude of decisions every day: what to wear to work, what kind of coffee to order, what to pack for our kids’ lunches. But what about about more important, life changing decisions? Like ones about finances and investment. How do we arrive at these more complex decisions? Daniel Kahneman (an Israeli-American psychologist, Nobel economics laureate, and …

6 ways financial planners can land (and keep) A-grade clients

Theodore Roosevelt once said that: “People don’t care how much you know until they know how much you care.” Whether you’re running your own financial planning firm or working as an employee, the art of genuine client engagement is an important professional skill – and it can make or break your bottom line. When times get tough, top clients become …

6 common traits of successful financial planners

It’s a given that clients want their financial adviser to be an expert – wisdom, knowledge and industry experience is par for the course. But what about the other personality traits and ‘soft’ skills of a great financial adviser? Former AMP Horizons director Tim Steele once described the attributes needed to succeed in a financial planning role as a love …