Video can be a used as a powerful tool when face to face meetings are no longer an option. They can be used as an icebreaker in introducing the adviser to new audiences, and to explain complicated concepts to their clients.
Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.
Adam Goodes won two Brownlow medals, two premierships, and was inducted into the Sydney Swans Hall of Fame but this decorated career also tested his resilience.
Criticism from a colleague or client, even if it is well intended, can come as a bit of a shock. Here’s how a behavioural finance expert suggests dealing with feedback.
How do we give ourselves the best chance at happiness after retirement? Lifestyle is just as important as cash flow, says one financial adviser.
In response to the new Code of Ethics for financial advisers, FASEA has issued guidelines to help advisers understand the requirements.