Peter Bowman was working for a dealer group and wanted to chat to his Financial Advisors about how to market themselves better, but never felt there was enough time.  As a result he wrote the book “Service 7”.

Will outsourcing and technology help or hurt the entrants to our profession? Human beings are not going anywhere and thankfully the next generation is tech savvy and likes change! Technology and outsourcing roles that do not rely on specific profession...

Peter Bowman was working for a dealer group and wanted to chat to his Financial Advisors about how to market themselves better, but never felt there was enough time.  As a result he wrote the book “Service 7”.

The newest generation of Financial Planners are excited that our profession is one that is changing, dynamic, innovative and uses the newest trends in technology. We need to ensure we continue to look at ways of making our profession exciting and to st...

Flexibility in the workplace is one of the most important drivers for Millennials. Most employers think working from home and working odd hours are what creates a flexible work environment. What do Millennials think?

Each day we experience customer service, whether it’s from a discovery session with a potential new supplier, via a help desk chat on a website, or when ordering a meal. Let’s say you are in a restaurant and you order something from the menu.

To keep an industry thriving everyone needs to play a role. In Financial Planning we are potentially facing more people retiring than are being hired. In order to create a sustainable future for our industry we need to turn to the importance of mentors...

Employees hiring new entrants with a tertiary education are finding there is a skills gap. Of course recent grads are getting the technical components with their degree. We also find they need these key skills to be successful in financial panning: Com...

Check out the top 10 most influential brands in Australia for 2016.  The brand of an employer or company is what attracts people to those firms, both as a client and employee, and is a major part of the employer value proposition.

When it comes to keeping a Gen Y happy in the workplace, we have discovered certain big picture themes with the grads we place into jobs. One of their core desires is flexibility. Here is why they feel Financial Planning provides the flexibility they w...