Posts tagged "financial planning"
'People Skills' are the key to success as a financial planner

‘People Skills’ are the key to success as a financial planner

There’s definitely a common theme to the questions I get asked when I meet people thinking about becoming financial planners or advisers: How can I become a successful Planner? What studies should I do to be a successful Planner? I have the required Diploma of Financial Planning but why can’t I get a job in...
Things change and evolve

Things change and evolve

Nothing stays the same for very long these days and I’m glad to say that AdviserHead is no different. We’ve been working on lots of things behind the scenes including building new services, partnerships and expanding our expertise. All in the name of being able to offer you more support and guidance as you explore your career,...
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 a financial planner or financial...
FOFA - The never ending rollercoaster

FOFA – The never ending rollercoaster

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...
Financial Planning is a Profession

Financial Planning is a Profession

The Australian Council of Professions (2004) defines ‘a profession’ as follows: A profession is a disciplined group of individuals who adhere to ethical standards and uphold themselves to, and are accepted by, the public as possessing special knowledge and skills in a widely recognised body of learning derived from research, education and training at a high...

Broaden your financial planning knowledge

Another thing I’ve learnt over the years recruiting financial planners is now that people can do their qualifications through universities, they seem to actually know LESS about the industry. Before financial planning qualifications were offered in Universities, finding out about what a financial planner does and how to become one meant that people had to...
Personal Branding and Recruitment v2

Personal Branding and Recruitment v2

I know AdviserHead has touched on this topic before (21 Jan Post) and also it’s ‘cousin’ Corporate Branding, but I just seem to be hearing so many examples each day that I had to mention it again. ‘Personal branding’ is such a diverse topic and also very much a popular catch phrase at the moment...
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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