More AdviserHead

AdviserHead is now more than just a website resource for general information. We’re continuing to develop what we do and are busily working on some big plans for the future that I believe will make a real difference to people looking at working in the Financial Planning industry. To kick things off though, I thought you’d like to hear about some of the new services we offer now including: One-on-One mentoring Key Note Speaker presentations Team Workshops & training Talent sourcing & recruitment services Business coaching & strategic advice DISC ADVANCED© profiling for individuals and teams If you think you need some help get in touch with me and we’ll organise a friendly chat about what you think you need. Don’t be worried you’ll be locked in to anything – because you won’t. I’m very open and flexible and you’ll be in the driving seat of what you want to do –...
Understanding financial planning qualifications in Australia

Understanding financial planning qualifications in Australia

Nearly every day I get asked to explain the qualifications needed to be a financial planner so I thought I’d shed some light on the issue here. The Australian Securities and Investments Commission’s (ASIC’s) Regulatory Guideline 146 (RG146) sets out the minimum financial educational standards required to be licensed as...
Female Financial Advisers...What do they need?

Female Financial Advisers…What do they need?

 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...
Personal Branding and Recruitment

Personal Branding and Recruitment

Not so long ago, people spoke a lot about reputation and credibility. Today the phrase I hear a lot is ‘personal brand’. So what does ‘personal brand’ mean? Well, from our point of view here at AdviserHead, it’s a modern way of saying reputation and credibility! Though in our modern world, it...
Recruitment and Corporate Branding

Recruitment and Corporate Branding

  How much does our perception of a company influence our desire to work there? What is it that we’re looking for? How much are companies able to deliberately control our perceptions of them? Does it all come down to very clever marketing people or do companies really live up...
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Finally getting things sorted

Finally getting things sorted

Hooray, I’ve got the website back up and running. Nasty malware, hosting issues and a limited amount of time and IT knowledge on my part, had all kept me locked out for a while. It’s taken considerable wrangling and effort behind the scenes but things are finally on the mend. The funny part is the...
What is FoFA?

What is FoFA?

In Australia, FoFA stands for Future of Financial Advice reforms. In 2010, the Government decided that they would turn their minds to putting in place new laws that would help the general public to feel confident about obtaining financial advice. Their impression was the general public had a lack of trust and confidence in the...
Financial Planning businesses have to be profitable too

Financial Planning businesses have to be profitable too

In a previous post we touched on the subject of the public’s perception of financial planners. In this post AdviserHead is going to explore the issue of running a profitable financial planning business. Any business, whether it’s financial planning or a corner store, needs to focus on one basis principle to remain profitable and that...
What's the real public perception of financial planning?

What’s the real public perception of financial planning?

I’ve often wondered what we can do about why some people think that financial planning businesses are evil or fraudulent. Since when did making a profit become illegal or amoral? The Financial Services Reform Act has been in effect since March 2002 and there have been many changes since then. That’s over a decade of...
Social Media 'Wimbledon' Lesson

Social Media ‘Wimbledon’ Lesson

Recently the twittersphere came alive following a young 21-year-old lady’s post asking ‘Is Wimbledon always held in London?’ The furore that erupted was intense and ultimately resulted in her deleting her twitter account as reported in the media. So what was all the fuss about? Aren’t we constantly told ‘there’s no such thing as a...
Resume Design Tips and Insights

Resume Design Tips and Insights

We’ve all applied for jobs and had that moment before hitting the ‘Apply’ button when you wonder if your resume is up to scratch. I’ve known people to spend hours speaking to friends or researching on the internet in an attempt to find the perfect resume. But does such a thing really exist? Having waded through...
Avoid harming your career

Avoid harming your career

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...

Can being ‘rejected’ have a positive effect?

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...
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