Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
Just as great advisers have the one thing that sets them apart, bad advisers keep making the same mistake that holds them down. Vanessa explains why she believes accepting the status quo into your practice is one of the biggest mistakes advisers can make, and what steps you need to take to avoid this.
Philanthropy is no longer just the domain of high profile business people. Antonia Ruffell, chief executive of Australian Philanthropic Services, explains why you could be missing out if you’re not raising the topic with your clients.
No More Practice recently hosted an industry roundtable event for AGBA to educate advisers and investment managers on how to better engage their clients. Creator of No More Practice, Vanessa Stoykov, was the event’s keynote speaker and shared her insight on how to harness the power of storytelling in the financial services industry
Surely the industry has always taken client goals into account when providing financial advice? So why has there recently been a focus on honing the craft of goals based advice, asks Vanessa Stoykov? In her weekly blog, Vanessa explores the merits of this approach to advice and what change this will bring to the industry.
As wealth management transitions from a transaction-focussed service to a more goals based approach, advisers will need to adjust their business models to meet these new expectations. However, as Rebecca Jacques, general manager of the Association of Goals Based Advice (AGBA) writes, this will also bring about a quiet revolution in terms of the evolution of trust; between clients and advisers and the industry as a whole.
A new year provides a great kick-start to reassess priorities and focusses for the year ahead. No More Practice creator, Vanessa Stoykov, explains why we’ll be focussing on aged care and SMSF moving forward, and how we’re planning to assist you throughout 2017.
After Hours is hosted by industry leader, and former FPA Australia chief executive, Mark Rantall. Designed to be late night viewing for financial services professionals, the program tackles the big issues and conversations the industry needs to have. The industry experts featured in this series are at the forefront of change, and are leading the way with long-terms trends for industry improvement.
It is not often that I use my voice in argument. I have worked in financial services for 23 years this year, both reporting on, and creating educational content for, the advice community. However, after reading an editorial claiming the FPA has abandoned its members, I knew I had to respond.