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...
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