Why should advisers segment their client base?
A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]
Articles by: Anthony Zhang
Why advice could be worth $630 billion to the nation
ASIC’s latest consultation paper, CP 332 Promoting access to affordable advice for consumers, aims to identify the challenges, barriers and impediments people face to seeking financial advice, and how to […]
Improved financial literacy another happy side-effect of good advice
Financial advice can play an important role in the financial education of Australians and facilitate the improvement of financial literacy through the wider community. And it’s not only those with […]
Is working from home really working?
The COVID-19 pandemic has thrown financial advice practices’ traditional working habits a curveball, as we see a significant uptick in remote working for employees – and the same is happening […]
Delivering an exceptional advice experience in a COVID-19 world
Our world during the COVID-19 pandemic is full of uncertainty, the situation rapidly changing and developing. We saw early signs of recovery in Australia as restrictions began easing in July; […]
The tech advisers are using – and plan to use – to keep in touch
COVID-19 forced a massive work-from-home push in China earlier this year. In Australia around a third of employees already regularly worked from home in 2019, according to Australian Bureau of […]
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