Most RecentMost ViewedMost LikesBusiness case study: How technology can help grow your business Discover how one adviser automated his practice to better serve clients and build a thriving business How to gamify your business to build trust with clients Here, one expert shares a three-step process to gamify your business with a goal of building trust – and your business – along the way Efficiency and compliance: striking a balance An efficient advice process doesn't mean much without the compliance rigour to back it up – especially when AFCA comes knocking. Are you stuck in the past with risk profiling? It is easy for risk profiling to become just another box-ticking exercise. But are we missing a trick? Report available now: Use it or lose it Download this guide created in partnership with Business Health, that will help you develop your client engagement approach across four key areas. I'm Fraser Jack, Advisely cyber risk expert Treat client data like diamonds – their average lifetime value is that of a precious gemstone. When an email becomes a regulatory hand grenade Based on ASIC’s High Court victory over Westpac, when communicating with current and prospective customers, where is the line drawn between general and personal advice? Closing the data gap Let’s start with some troubling figures: according to recent projections, there are around 12 million Australians who say they have unfulfilled advice needs. This is daunting How do you define your value as an adviser? Ask a few random people what they think the purpose of financial advice is and you’re likely to get several different responses 40% of Aussies may need advice very soon Social research on the effects of COVID, has found that almost 40% of all Australians are facing relationship strain over money – and history would tell us that many owill end in divorce.