Singing From The Same Hymn Sheet
At a time when a celebrity financial planner is being very publicly prosecuted for dishonest conduct, and the banks are being forced to hand back to their customers billions of…
Independence: don’t throw the baby out with the bathwater
“Banning conflicts is impossible so we shouldn’t bother.” It’s an opinion appearing in the trade press commonly now and the problem with that is it’s untrue. The culprit, I believe,…
The Origin Of The Professions: From Barbers To Surgeons
Dr Simon Longstaff AO (Board member at FASEA and executive director of the Ethics Centre) delivered an insightful keynote at a PIFA annual Symposium which colourfully explains how the professions…
Veteran Secrets To Redefining – And Monetising – Your Financial Planning Business
Financial planning should be, we believe, an engaging and uplifting experience for the client who is, after all, planning his or her future. The challenge is to engage with your client…
Creating Great Expectations
The lack of clearly understood expectations is the source of all sorts of strife in relationships, the cause of most conflicts, and the beginning of poor performance. In an adviser-client…
Banks: “Financial Planners Are Our Salesforce”
The ASIC has announced this morning that it is suing CBA for breaching conflicted remuneration laws. Here’s the situation: CBA buys Colonial’s superannuation fund for $22m and then on-sells membership…
Investing Your FASEA ‘Gift Of Time’
How will you convert Senator Rex Patrick's heart-stopping, last-minute, legislation-blocking backflip into your own personal 'gift of time'? Yes – we’d all like more time to get more done. Trouble is, one day equals 24…
What We As A Profession Can Learn From What Happened In Minneapolis
Peter Attia is a medical doctor in San Diego who runs a fabulous podcast series all about the quality of our health. He contends that good health ought not to…
The Best Antidote To Fear Is Competence
I've got a bit of a man-crush, I’ll admit it. I love Chris Hadfield. There, I've said it. Acclaimed as the most famous astronaut since Neil Armstrong, the unassuming and likeable…
Are Your Tools Evolving Your business…Or Holding It Back?
As a strapping 16 year old lad, my father wanted to 'round out' my education ... He said "I want four holes drilled through this wood, in a straight line,"…
