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.
The results of our recent Economic Fingerprint game told us a lot about the average Australian investor. Well, at least over 700 of them who demonstrated their preferences for how they would invest their money for a specific goal – predominately retirement.
The Economic Fingerprint asks you to make trade-offs between risk and return across different scenarios, to determine your aversion to loss, risk and ambiguity and ultimately identify your investment philosophy.
In the first of two conversations with Vanessa Stoykov, Bryce Doherty, managing director of UBS Asset Management Australia and New Zealand, discusses the impact of choice on investing and the relationship between choice and increasing consumer engagement in superannuation.
At the point you’re able to offer a solution to a problem, sales transforms into service. This new wave of sales is known as content marketing and will provide you with an ongoing revenue stream of people wanting you to solve their problems.
Our cast and partners from The Investment Series 3 – The Philosophy Series came together to celebrate the show’s results partway through the series and learn about No More Practice’s goal of making the pension irrelevant. The event, which was held at Sydney fintech hub Stone & Chalk, was also a chance for industry leaders to share why they chose to be involved in the series and discuss next steps needed to take the industry forward.