Newsletter

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

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.

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

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

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

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

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

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

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

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