Ready for a new season? Spring is weeks away and many firms are preparing themselves for a shake up in the new season. Here are a five articles from February that really got me thinking, just in case you missed them on our social media. I hope they do the same for you. Using tech to get the best out of your people Kelli Cruz The newest generation of workers tend to place a high value on flexibility in a job. This doesn’t mean they don’t want to work hard. It means many younger … [Read more...] about The Best Tech for Your Team, and 4 more must-reads for your business
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 2018: 1. Succession or Sale is looming larger To be honest, the average age of advisers has been 55 ever since I joined the industry in Australia in January 1991. I’m not sure how that works mathematically, but hey, maths was never … [Read more...] about Five Forces that Will Shape Financial Planning in 2019
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 about next year. Great words about leadership and business from some great thinkers. Well worth a read. A human touch in a digital world Ryan W. Neal Pure Robo advice hasn't quite become the threat some … [Read more...] about Working Alongside Robo-Advisers and 4 more must-reads for your business
Seeing the future There’s a lot of industry talk about the future of advice, and some of it is quite confronting. What will clients want from their adviser in the next decade? Will it be materially different from what they wanted in the last decade? Unfortunately, a lot of the information I see on this topic is sensationalist; trying to grab your attention. I’ll try not to fall into that trap myself as I give you a few thoughts on what’s happening, and how it might impact your decision … [Read more...] about Are You Ready for the Future of Financial Planning?
5 Must Reads from July Over halfway through the year already and your summer holidays should be in full swing. July has seen some great must-read business articles. We shared them on FP Advance social media, but here they are if you missed them. Get your brain ticking over on your summer break. Well worth a read. The CEO View: Defending a Good Company from Bad Investors Sarah Cliffe Fantastic brief interview with David Pyott, former CEO of Allergen. Some great views on the … [Read more...] about Best Business Wisdom from the Web: July 2017