Most RecentMost ViewedMost LikesListen now to the Upfront podcast Bold, frank and honest conversations about building financial advice businesses people love. The other side of succession While the new entrant challenge and advisers' business transition concerns may seem like separate issues, they're actually closely related. The reputation misconception Despite post-Royal Commission concerns about advisers' poor public perception, most people don't even know what advice is. Everything counts (in large amounts) The Madison sale raises an important question: when you buy a licensee, what are you really buying? The hunt for purpose and passion Advisers ask clients questions to help clients understand their goals. How often do they ask those questions of themselves?
