Australia
October 8, 2018
While the world of financial services in Australia remains firmly focussed on the outcomes of the Royal Commission, we…
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August 31, 2018
Over the past three weeks I’ve participated in the Best Practices Forum conducted by Professional Planner, as well as…
August 2, 2018
Enough is being written (daily it seems) about the changes currently underway within Australia’s financial services…
July 18, 2018
According to our latest CATScan Client Survey* analysis, 54% of Australian financial planning clients are aged 60 years…
June 27, 2018
I’ve written previously about the need to dig a little, to get to the heart of a company’s value proposition – to…
May 31, 2018
Over the past few years, I enjoyed attending a number of Jimmy Barnes concerts. Up front I should declare my personal…
May 14, 2018
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has exposed a…
April 30, 2018
It’s been the tradition for product manufacturers in every country in which we’ve worked to market directly to the…
March 26, 2018
What is the % of revenue from your top clients? In our dealings with advice businesses across Australia and overseas,…
March 16, 2018
The current state of play: our latest whitepaper and data analysis, Future Ready VII, paints a very clear picture of…
February 22, 2018
Are you getting the most from your client surveys? Practices who formally ask for feedback from their clients are…
February 5, 2018
Plumbers with leaky taps – planners without plans Since 2002, Business Health has released a series of whitepapers…
January 25, 2018
It’s not unreasonable to suggest the financial services sector will again feature prominently in the mainstream media…
December 12, 2017
Over the past two months, I had the pleasure of visiting a number of leading practices both in Australia as well as the…
November 2, 2017
In our latest newsletter we referred to a US survey undertaken by Spectrem Group, who reported that slowness to respond…
September 29, 2017
Client centric …really? It seems that hardly a day goes by without the expression ‘client centric’ being…
September 5, 2017
Staying, going or changing your licensing arrangements? We’ve fielded an increasing number of enquiries over the past…
August 9, 2017
I was reminded recently of a comment the esteemed US statistician, lecturer and management consultant, W Edwards Deming…
During a recent visit to Melbourne I had the pleasure of dining out at two of my favourite venues. They are very…
July 4, 2017
The disconnect is growing… Clients are aging – that’s not much of a scoop, we know! But when you…
Somewhat ironically given the role most advisers play for their clients, very few practices have adequately addressed…
Are practices deriving maximum return on the investment they are making in their staff? As the average practice is…
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