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Reality Check: 23rd May 2013

No More Practice Education Posted on Thursday, 23 May 2013

In this issue of Reality Check,

  • Liz Ward on creating confidence in an adviser’s SMSF expertise
  • Chris Batchelor on equity advice made simple
  • Is accountant, adviser, and broker under one roof the future of advice, asks Vanessa Stoykov
  • Simon Harris on how very productive advisers focus only on their core business

No More Practice Education

Accountant, adviser, broker – the future of advice?

Vanessa Stoykov Posted on Thursday, 23 May 2013

New hybrid advice firms are able to cross service their clients with an end-to-end solution that is ‘whole of life’ says Vanessa Stoykov.

Vanessa Stoykov

How very productive advisers focus only on their core business

Simon Harris Posted on Thursday, 23 May 2013

What are the top 3 areas to outsource within your business so you can focus on clients, asks Simon Harris from Guardian Advice

Simon Harris

SMSF Education: Regulatory needs versus Industry expectation

Liz Ward Posted on Thursday, 23 May 2013

This independent certification of a SMSF professionals’ competence provides trustees with confidence in an adviser’s SMSF expertise, writes Liz Ward

Liz Ward

Equities advice made simple

Chris Batchelor Posted on Wednesday, 22 May 2013

Skaffold is like a Google for equities advice – it quickly gives you the accurate answers you’re searching for, says Chris Batchelor

Chris Batchelor

Reality Check: 16th May 2013

No More Practice Education Posted on Wednesday, 15 May 2013

In this issue of Reality Check,

  • What are your best opportunities for cross-selling, asks Daniel Lowinger
  • Kim Payne discusses the top 10 ways to engage new clients
  • Marianne Perkovic on the 3 keys to maximising staff retention through a sale
  • Vanessa Stoykov on what SMSF courses accountants, advisers and brokers need to help them grow their client revenue

No More Practice Education

10 strategies to engage new and existing clients

Kim Payne Posted on Wednesday, 15 May 2013

Many advisers are unable to clearly explain why a client should work with them, stay with them, pay them and refer them, writes Kim Payne

Kim Payne

3 keys to maximising staff retention through a sale

Marianne Perkovic Posted on Wednesday, 15 May 2013

There are a number of steps practice owners can take to maximise staff retention through the sale process, writes Marianne Perkovic

Marianne Perkovic

What are your best opportunities for cross-selling?

Daniel Lowinger Posted on Wednesday, 15 May 2013

There are a number of ways financial planning practices can generate more business through cross-selling, writes Daniel Lowinger

Daniel Lowinger

Why all accountants, advisers and brokers need to understand SMSF

Vanessa Stoykov Posted on Wednesday, 15 May 2013

If you don’t understand the implications of SMSFs, it will cost you time and money, writes Vanessa Stoykov

Vanessa Stoykov

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Comments

"Productivity for busy advisers."
murray@mckinleyplowman.com.au on How very productive advisers focus only on their core business

"Agree Vanessa, finding and appointing the right Board members is critical for business growth and ..."
Steven Browning on The 3 reasons why paying a board will pay off for you

"Not only the cost of licensing, but a mountain of consumer protection documents required to ..."
Jason McFadden on How practices can build scale around SMSF offerings

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