Results for: Practice management
Code of ethics - why it shouldn't be ignored
Dr Deen Sanders OAM, former FASEA CEO, explains the importance the code of ethics plays in the new educational and ethics standards that came into effect 1 January 2019.
Thinking outside the super square
Our last two roadshows were designed to help advisers implement the most significant super changes in a decade. This year, we’re thinking outside the super square and exploring four new technical strategies.
How effective language can help advisers communicate value
In Netwealth's 2019 roadshow, attendees will learn compelling ways to revisit their own messaging, to help enhance their value-led relationships with clients.
Insights from the world’s biggest financial language study
Discover the process behind one of the largest language studies in financial services and what common cries for help from client's really mean.
Creating dynamic income streams in retirement
Ahead of incoming legislative changes on 1 July this year, Netwealth’s Outside the Super Square roadshow will arm advisers with new tools to help them provide dynamic advice around income streams in retirement.
2019 Federal Budget summary
We've summarised the 2019 Federal Budget into key findings and changes that are likely to be most relevant for financial advisers and their clients.
Building a fee model in a post-Hayne world
Learn how you can balance the needs of your clients with your own profitability. Rob Jones, CEO of Peloton Partners, shares some pricing strategies to extract latent value from your business.
Financial advice: Key factors in the transition to a profession
Dante de Gori, CEO of the FPA, shares three key elements that the financial advice industry needs to achieve in order for advisers to complete their career makeover.
Redefining the client relationship through language
The subtleties of language can greatly impact the delivery and receipt of messages in an advice relationship. Understanding these subtleties can change not only the course of dialogue, but the very fundamentals of the advice process.
Legislative changes to impact retirement streams
Advisers helping clients develop solutions for retirement income will be able to deploy “new tools from their kitbag” due to changes to the means testing of lifetime income streams, according to Andrew Lowe, Head of Technical Services ...
Four light bulb strategies for super
Explore strategies to capitalise on the first home owners super saving scheme (FHSSS), the small business CGT concessions (SBCGT) and the additional “death taxes” that may be created by insurance payouts in super.
Building a successful AdviceTech stack
A successful AdviceTech stack has three tiers: foundation, optimising and future-forward. Discover the technologies that belong in each.
Creating a successful AdviceTech business
Find out the characteristics that set successful AdviceTech businesses apart from the industry overall and how you can emulate them.
Enhancing client relationships with AdviceTech
AdviceTech can help to empower businesses to create, foster and maintain relationships with existing clients and prospective new ones. Find out the technology you should consider for your business.
Human interaction key to investment advice
Despite the emergence of robo-advice, Australian investors still value face-to-face advice and have a strong-ended view that this is a human process. Here's why.
Advised v DIY investors - Who are better off?
Discover some interesting findings about advised and DIY investments, and how generational gaps play a part in decision making.
How to build an offer for Gen X&Y
Gen X&Y will soon make up a majority of the Australian workforce. Discover what your offering should look like if you want to attract more of this demographic.