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,"…
Are You Squeezing And Going The Wrong Way?
See that yellow ‘safety cap’? It has caused me no end of grief. It’s the bottle cap for the new brand of dishwasher detergent we use. For years I’ve been…
The Success Mindset – What Financial Planners Can Learn From Steve Martin
Feeling betrayed by the final episode of Lucifer series 3 (still so cranky), I wandered the internet looking for inspiration. “Learn from the world’s best” took my eye. It’s the…
Reinventing The Industry
Simon Sinek, author of ‘Start with Why’, tells a wonderful story about why we don’t see ‘Blockbuster’ stores anymore.For those whose memory needs a shake, or aren’t sufficiently vintaged, Blockbuster…
Podcast: What?! REAL Professionalism Is An Actual Thing?
Yesterday Clayton Daniel, Managing Director of XY Adviser – a community of some 2500 financial planners -- interviewed Daniel Brammall, President of PIFA, to explore the actual pathway that needs…
