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Articles by Graham Burnard
The 7 Key Things Resilient Advice Firms Are Considering
Written by: Graham Burnard 2023 looks set to be a tremendous year of opportunity in advice, so we’ve gathered the top seven elements that every advice firm should have in their planning for 2023, when they’re back on deck and ready to think about maximizing their success. Every firm will have different priorities based on what’s happening in their own business, but every firm should have revenue and expense targets set so they can make conscious business decisions.
Could the heat of the spotlight destroy superannuation’s social licence?
Minister for financial services Stephen Jones has put the superannuation industry squarely on notice that the government is not happy with the quality of member service currently provided and is demanding funds do better. Jones cited anecdotes of funds simply not answering members’ phone calls and of funds answering calls but not solving the member’s problem. He’s targeting member service and the member experience for a very good reason.
Standing on the outside looking in
If you’re anything like me, you find it way too easy to get wrapped up in the day-to-day activities that keep the wheels of a business turning, and way too difficult to spend the time you need to map out a route of where you actually want those wheels to take it. We hear it referred to time and time again as falling into the trap of working in the business, rather than working on the business.
Succession planning – The uncertain consequences of passive investors - Professional Planner
The time-honoured methods of succession planning and growth in the traditional professions of accounting and law are to introduce new partners into the practice or to arrange mergers with other firms. Variations on these themes include the buyout of a practice by a current employee or by another professional practitioner or firm.
The 7 key things resilient advice firms are considering for 2023
It’s that time of year where we’re all looking forward to a break, to down tools and ‘shut down and reboot’ for another year. 2023 looks set to be a tremendous year of opportunity in advice, so we’ve gathered the top seven elements that every advice firm should have in their planning for 2023, when they’re back on deck and ready to think about maximizing their success.
ifa Future Forum 2022 - Home
Recognising the leading partners and partner equivalent in the business of law The Partner of the Year Awards is back for 2022 and is once again bringing you an unparalleled awards program that identifies the legal partners, or partners equivalent, across individual practice areas within the Australian legal profession.
How Financial Advisors Can Find Their Client Value Proposition
Written by: Graham Burnard The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and what the value is that they deliver to these clients. This is often summed up as the Client Value Proposition.
Why It's Time for Financial Advisors to Re-Evaluate Everything
Written by: Graham Burnard It is easy to get focused on dealing with short term issues and to loose sight of the longer term business goals you are aiming for. Admittedly, a large number of these current issues are significant and are having huge impacts on staff, clients and the overall business performance. However, one of the hallmarks of successful businesses is their ability to navigate these short term challenges while still remaining focused on their long term goals.
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