Posts tagged "clients"
Shorten and FOFA reforms - Are we there yet?

Shorten and FOFA reforms – Are we there yet?

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...
FOFA 'Opt-In': Protecting Clients or Frustrating Them?

FOFA ‘Opt-In’: Protecting Clients or Frustrating Them?

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...
How should we be engaging with our financial planning clients?

How should we be engaging with our financial planning clients?

Financial Planning is a wonderful profession. It’s full of challenges but is also very rewarding – and I’m not speaking about the money sort of rewarding. The number of times I’ve been interviewing financial planners and they tell me the most extraordinary stories from their career is immeasurable. These stories are frequently very emotional and...

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