Posts tagged "financial planners"
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 female Planners/Advisers be more effective...

What makes a successful Financial Adviser?

This is a question I get asked quite regularly, particularly from people starting their career in financial planning. The answer is never simple however I’ve come to consider the image below as the closest thing I have to explain what I think makes a successful financial planner. I’m sure the concept is applicable to other...
How do I decide on a career or role?

How do I decide on a career or role?

This is a very interesting question and one which AdviserHead has found a range of information on, for example: Financial Planning Association has developed materials; Universities stage regular career information sessions; Private company’s like CareerNav that offer career support; and even just regular ol’ bloggers like us here at AdviserHead are doing their best to help. I’ve also...

Super consolidation to save $250M yearly

The Association of Superannuation Funds of Australia (ASFA) is another terrific source of information on superannuation especially for any newly qualified people looking to build their knowledge and understanding. Don’t forget that AdviserHead recommends that new Planners do as much research as they can and this is a great place to start. In Australia, ASFA has been referred...

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