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Charlie Munger: Crypto creators ‘thinking about themselves’

Known for his clever wit and open frankness, investment guru Charlie Munger, reinforced his value style of investing by comparing today’s markets with that of the Dotcom boom while supporting China’s recent expansion. At the same time, voicing his concerns on the growing use of cryptocurrency, which he says should banned. Munger appeared in good…

Ishan Dan | 6th Dec 2021 | More
Eleece Quilliam discusses the power of communication

If the financial advice industry needed a passionate advocate, it only has to call on Eleece Quilliam. The National Manager of Invesco Consulting in Australia is impressively adamant in her belief in the importance of advice. “I love working with advisers, because I genuinely believe that what they do is up there with the likes…

James Dunn | 6th Dec 2021 | More
  • Advice clients seeking growth, not “risk aversion”

    Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms the foundation of all our relationships, and is the means that all humans use to connect. The words we choose not only provide information but communicate a powerful…

    Eleece Quilliam | 28th Oct 2021 | More
    ‘It’s all in the eyes’ when pitching potential clients

    Virtual meetings mastered: The Core Skills Our brains are hardwired to connect with other people; we are social beings. We rely heavily on our ability to gather as much sensory information as possible about whether we want to pursue a connection, a conversation or relationship. It takes seconds to gather this information and use it…

    Eleece Quilliam | 14th Oct 2021 | More
  • Advisers can capitalise on YFYS

    Whether we like it or not, the industry super fund sector has been one of the biggest competitors to financial advisers supporting retail clients. The combination of significant marketing budgets, strong headline returns and a near-clean-sheet through the Royal Commission has made the industry funds synonymous with superannuation in Australia.  I have little doubt that…

    Drew Meredith | 30th Sep 2021 | More
    It’s communication, not performance, that is the key to success in advice

    One of the more interesting learnings from the pandemic so far has been the varying methods of communication used by political, media and industry leaders alike. What becomes even clearer, listening to far too many press conferences, is how important it is to use words that resonate with your audience. Nowhere is this fact more…

    Drew Meredith | 30th Sep 2021 | More
    Top of the pops

    The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high transmission rates of the Delta variant. The Delta variant, which accounts for more than 90 per cent of COVID-19 cases in the United States, has picked up new mutations…

    Ishan Dan | 26th Aug 2021 | More
    Attention advisers: Stop undercharging

    Listening into a webinar this week, there was an extensive discussion about the fact that very few, if any, financial advisers in the industry are pricing their clients appropriately. The theme of the discussion may well be right; however, the fact that it was delivered by a number of ‘experts’ who were unlikely to have…

    Drew Meredith | 16th Aug 2021 | More
    Eight ways to win more HNW clients

    High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business owners who are seeking to establish long-term relationships and trust the adviser as an expert. Naturally, attracting these clients to your firm consistently is highly competitive and extremely difficult. As is typically the case, despite…

    Drew Meredith | 12th Aug 2021 | More
  • Wealthier investors open to advice

    More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from Investment Trends. There were an estimated 485,000 such investors on September 30 last. The report, the 13th in the firm’s annual series, is billed as the largest of…

    Greg Bright | 15th Apr 2021 | More
    Directing advice at the advisable – But who are they?

    Every advice firm is interested in growing its business – in tapping-into the addressable market. But what is the advice market? Is it those that receive financial advice today, or is it those people who are not receiving advice, but should (or at least) could receive it? The ASX-listed investment platform and wealth management fintech…

    James Dunn | 4th Mar 2021 | More
    Are you winning enough clients?

    Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies to their knees, schools deserted, shopping centres empty, entire sectors were closed as people were…

    Ishan Dan | 25th Feb 2021 | More
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