AdviserHead

After working in recruitment and human resources for many years I can certainly relate to the pointers in this recent article. Speaking from experience, it’s true that what seems like a fantastic opportunity to good to refuse turns out to be much less attractive in the long run. I’ve had many hiring managers calling me very [...]

We all know that recruiters don’t get it right 100% of the time. We also know that many employers and recruiter use your past performance or behaviours as an indicator or predictor of your future choices. So if a candidate is ‘rejected’, can this ever be a positive experience? Naturally everyone hopes when they submit [...]

Throughout my 20+year career in Human Resources and Recruitment, I’ve had numerous discussions about the merits of various recruitment techniques. I think nearly every person can think of times when a rejected candidate has turned out to be a ‘star’ or a hired ‘star’ has turned out to be a disappointment. For me, the most [...]

Yes we all recently acknowledged International Women’s Day earlier this month, but we think it should be something thought about much more often than once a year. This is why today’s AdviserHead instalment is going to post two questions about women and financial planning. 1. Do we have enough women in the financial planning industry as a [...]

At AdviserHead we’re probably feeling much like many others in the financial planning industry. Its a bit disheartening that, after all this time, the Government still hasn’t managed to bring clarity and confidence to the financial planning industry in terms of the reforms they’re trying to introduce. The debate continues to rage about how the Government should [...]

It seems everyone will be waiting a bit longer for any sort of outcome in the governments review of the Future of Financial Advice changes. Despite ASIC’s Shadow Shopping revealing that some financial planners still have a way to go in terms of delivering quality financial advice to their clients, I would think that reviewing 64 [...]

Just when we were hoping to see a light at the end of the tunnel, the latest from Canberra seems to be confusing the issue for the industry and the general public even more. The feedback AdviserHead is getting highlights that not only are people in financial planning getting sick of all the indecision and changes but [...]

 In my career, I’ve been asked many times over the years to contribute my thoughts on how/what a group especially developed for female Financial Advisers should include. In each instance my thoughts have never changed and essentially come down to a few key points namely: – what will help female Planners/Advisers be more effective [...]

The debate is still raging about what is or isn’t needed to improve our financial planning industry and help clients to feel more confident. Here AdviserHead will offer a couple of interesting points of view. Firstly, with my consumer/client hat on. In this guise I have a real problem with being annoyed by my Financial Adviser every [...]

Lately I’ve been speaking with a lot of people who are new to Financial Planning and I’ve noticed a bit of a theme to their questions. Basically they’re trying to understand the issues of compliance so an AdviserHead post was born. Whilst these people may have learnt the fundamentals of compliance during their studies, they still have [...]