Most RecentMost ViewedMost LikesHow 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 The green screen The Big Shift reveals a significant growth opportunity for advice firms willing to embrace ESG investing – provided they can handle the screening duties. 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. 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? 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. I'm Fraser Jack, Advisely cyber risk expert Treat client data like diamonds – their average lifetime value is that of a precious gemstone. Business 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 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? 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 The danger zone between general and personal advice When ASIC claimed victory over Westpac breaching financial services laws pertaining to the provision of personal advice what has it clarified? Well, first off, it could cost an adviser dearly
