And please don’t tell me it’s coffee… After last week’s topic on the State of Adviser wellbeing, we thought we should share some more recent survey results. Last week, a survey, collated by the Australian Advisory to Advisors outside their group, found that the top 3 things keeping Advisers awake at night were: Compliance The...
Find out how to convince your clients that they need to create a Will and Estate Plan – and you both win! If you are encouraging your clients to make a Will or an Estate Plan, how often have you heard these avoidance statements (aka excuses)? “I don’t have any valuable assets.” “I’m too young...
The findings of the research lead to having huge concerns for the sustainability of the profession in Australia. If the wellbeing and mental health of this group doesn’t change dramatically, we doubt that there will be a significant number of Advisers to serve the financial needs of Australians. As a result, 42% of Advisers are...
This week we reach out to you with a sense of urgency, as Australia is experiencing the worst case of outbreaks since the commencement of the pandemic. We are now seeing much higher levels of infection, more serious health issues associated with the virus and unfortunately new death notifications. We all know that more than...
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