Displaying 448 Posts categorized under Forward Thinking

Financial Times They are A-Changin’: Rise of the Robos

Under pressure Every so often the industry conversation returns to the threat of margin compression; fancy language for the fact that maybe you won’t be able to charge so much in the future. For Financial Planning businesses, the 1% p.a. fee model has been the bedrock. What if that comes …

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5 Things to Focus on for 2019

Start afresh Whatever you do this year, don’t just start where you left off last year. In the first week or two of your return, you’ve got an opportunity to review and reset. Hopefully you’re feeling rested and refreshed after some time off; the perfect time to look at how …

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Five Forces that Will Shape Financial Planning in 2019

2018: The Year of Looking to the Future Wow. What a year. If you’re like me you’ve been head down from September to now. The last three and a half months after the summer break have been a sprint to the end of the year. Here are five observations from …

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Are Your Big Goals Big Enough?

Eyes on the prize It’s accepted wisdom that setting goals is important. Yet, for most clients I work with, I’ve seen a range of different approaches fail. Let me give you some insight into what works best. The three types of goal There are different types of goals. Who knew? …

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Working Alongside Robo-Advisers and 4 more must-reads for your business

Winding down As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain. Here are a collection of great must-read business articles we shared on FP Advance social media this November, to give you a new perspective and start you thinking …

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