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Ladies & Gentlemen looks like we have a new President of the USA (God help us)

Goodness what crazy day for America and more than likely the world, with the election of Donald Trump as USA’s next President – an outcome that again caught most people around the world by surprise. It appears just like Brexit people are looking to send a message to politicians around the world. Are you listening Australian Pollies?

The question now is; what will a Trump presidency look like……

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Brexit stage right…..

Brexit stage right…..

Brexit is now a word planted firmly in everyone’s mind. Particularly now that the “retain or leave” poll last Thursday resulted in the UK voting 52% to leave the EU. So after binge listening to several podcasts over the last 2 days and reading many article I can... read more
Advice 2.0: Upgrading the Advice Process

Advice 2.0: Upgrading the Advice Process

Recently riskinfo, one of the financial news outlet publishers, ran a “virtual roundtable” where 6 key people within the financial industry discussed Advice 2.0: Upgrading the advice process. This topic is music to our ears as we see that the advice process is moving... read more
Do as I say…

Do as I say…

I talk to a lot of advisers connected to a range of AFSLs……and I mean a lot of advisers. I’m often horrified at some of the “directives” these dealerships seem to think are acceptable! By directives I mean “we now want all advisers to do xyz….” Most... read more

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