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Are you tapping into these powerful tools to build your business?
Are you tapping into these powerful tools to build your business?
18 March 2022
You have a website, but does that mean you have an online presence? Think about a time that you wanted to search for a product or servi...
The numbers behind in-house vs. outsourced advice production
The numbers behind in-house vs. outsourced advice production
10 November 2021
As with anything, you have many options when it comes to producing advice. You can choose to do all this in-house, or you can work with...
Time and advice documents
Time and advice documents
10 September 2021
I was settling in over the weekend – kids playing in the backyard, a strong coffee, and an open agenda (thanks to lockdown). I though...
Are you getting the most of your time as an adviser?
Are you getting the most of your time as an adviser?
4 May 2021
From my recent communications with advisers, a key takeaway for me has been that they are constantly asking the question: Do I have tim...
515 - Lessons Learnt
515 - Lessons Learnt
25 February 2021
As many dealer groups  are in the midst of adopting 515 product research into advice production, we thought it would be useful to shar...
The RoA – the quickest and easiest way to demonstrate value
The RoA – the quickest and easiest way to demonstrate value
11 February 2021
As a business in such a highly regulated industry, the more documentation you have – the safer you are. Being able to demonstrate com...
RoAs – A fire starter as you step into 2021
RoAs – A fire starter as you step into 2021
3 December 2020
2020 started with fires, and 2021 could potentially start the same way. Along with these fires, IOOF’s licensee groups were also give...
Using a specialist to navigate the landmines and cliffs
Using a specialist to navigate the landmines and cliffs
24 November 2020
Becoming a specialist is something we all strive towards. Even as an adviser, you may want to specialise in a specific area – but we ...
A pile of SoA requests sitting on your desk?
A pile of SoA requests sitting on your desk?
17 November 2020
The finish line is in sight when you get to advice production – the most difficult areas of the advice process are now complete. Clie...