Wednesday, 8 August 2012
The impact of the dealer group land grab will be felt for a long time in the financial services industry, and Greg Bright says this could impact clients in a number of ways. Read More
Wednesday, 13 June 2012
In this episode, our players reveal whether they have been successful in closing their deals and our judges turn the heat up on their business plans. Brett and Ian are grilled about the commercial viability of their business model and learn the importance of having a clear client value proposition. Chris explains how a board of advice has benefited his business and learns the importance of having a long-term strategy. Our players benefit from the judges’ last minute advice before facing them in the final episode of No More Practice 3: Judgement Day. Play
Tuesday, 29 May 2012
A concern for many clients saving for retirement is whether they have too much exposure to equities and not enough to bonds. However, building a portfolio targeting a defined outcome is more important and Liability Driven Investment (LDI) strategies are worth considering in this process. Read More
Wednesday, 11 April 2012
In No More Practice 3: Judgement Day, follow the final steps of our players in their quest to grow their practice value. Will Brett and Ian raise their $1 million to expand their business? Will Chris successfully sell his parcel of clients to fund further growth? Watch on as they share their key learnings from the No More Practice Journey, while our mentors and industry experts provide them with some final advice before the judges deliver their final verdict: would they buy our players' practices? Play
Friday, 10 February 2012
Selling a business in the current climate, particularly in the uncertain world of financial planning, can be difficult. As such, practice owners need to be patient and offer a consistent and credible message to potential buyers. Read More
Wednesday, 7 December 2011
In this final episode of No More Practice 2, the players reflect on their journey and share their key learnings. The Selector Group's Ian Jordan and Brett Abikhair are clear on their plans for the future and explain how they came to an unexpected conclusion in their decisions. Financial Design for Life's Chris Browne reflects on how his horizons have broadened regarding potential buyers and how this has benefited him. What do our judges think? Watch on as our sellers prepare for the all-important Judgement Day! Play
Wednesday, 16 November 2011
In this week's No More Practice 2, Rod Bertino from BusinessHealth helps our players map their visions for developing better practice values. The Selector Group’s Ian Jordan and Brett Abikhair gain clarity on the types of equity positions they could take to market. Financial Design for Life's Chris Browne learns about the personal and professional implications plans of selling a parcel of C & D clients in order to focus on the Gen X & Y market segment. What will our judges think of the progress so far? Watch now to find out! Play
Wednesday, 9 November 2011
This week on No More Practice 2, Barry Lambert advises The Selector Group’s Ian Jordan and Brett Abikhair on the biggest issues they will face in their quest to raise $1 million. Chris Browne of Financial Design for Life will work with his mentor, Robbie Bennetts, to lay the foundations for successfully selling a parcel of C and D clients. Can our mentors put the sellers on the right track? What will our judges think of the mentors’ advice? Play
Wednesday, 2 November 2011
Chris Browne of Financial Design for Life wants to sell a parcel of clients to increase business efficiency while The Selector Group’s Ian Jordan and Brett Abikhair are on a quest to raise $1 million to fund expansion plans. Watch their journey begin as they outline their vision to mentors, Barry Lambert and Robbie Bennetts. Play
Tuesday, 25 October 2011
Welcome to the launch of No More Practice series 2, the only reality show for the financial planning community. Building upon the standout success of series 1, No More Practice 2 brings together the biggest names in the industry and follows the journey of financial planners on the quest to grow their businesses. Watch the deals unfold as our players encounter the best in the business. You won’t believe what unfolds on the show and who ends up ahead. Play
Tuesday, 30 August 2011
The study of happiness has come a long way in recent years, thanks to the development of behavioural finance and the entry of economists into the field, which was formerly the bailiwick of psychologists, sociologists and psychiatrists.
Like all matters to do with the mind, it seems, happiness is a very complex thing. Read More
Monday, 18 July 2011
People try to draw analogies between the financial advice business and various other industries, but there never seems to be much conviction to the argument.
Financial advice is different. The product is a future benefit which is impossible to quantify in advance, let alone look at or touch. And no matter how good the advice, markets which are beyond his or her influence, can make the adviser seem like an ass in the client’s eyes. Read More
