Our next generation is excited about our profession. Here’s what we found out after our recent conversations with around 20 new or recent entrants to financial planning… Here are their key drivers to join the industry: This profession has a purpose and...

Do recent grads think social media is an important part of client/adviser communications? Yes! Here’s why: Young people rely on social media for everything It’s effective in removing bottlenecks and is efficient,

Are Financial Advisors too heavily reliant on others to run their business?  They are when they allow others to make their technology decisions. It is simpler than you think to step into world’s best practice.

The key to more success and profit for financial advisers in Australia and overseas is that they have worked out their value and been able to use technology for more human connection. This is achieved by delivering one scalable consistent client experi...

Do the values you communicate online match what you say in person? Some companies communicate something very different online than they do offline. Are you one of them? Make sure to review your website and social media strategy.

To engage a millennial of course their pay needs to be reasonable and fair, but that is only one part of the loyalty equation… Increasing the salary package might keep a millennial with you a bit longer, but it won’t solve the problem of loyalty.

Is engaging Generation Y / Millennials as challenging as it seems? Not when you know what they value in a working relationship… Here are 7 ways you can set up your company to have an environment where a Gen Y employee will thrive: The values of the bus...

Alisdair has just finished interviewing 36 inspiring young people who have chosen to follow a career in financial planning and discovered some interesting things that excite them about our industry… Here is what he discovered: The new financial grads a...

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