WP TV
WP TV brings you closer to the industry's
most influential leaders and thinkers. Click on the videos below to watch the interviews:
Showing 28 - 36 of 56
Summer Series: How to create the perfect partnership
Referral relationships are the key to your success in business - so what's the best way to establish a commercial partnership? We speak to Fiona Mackenzie of Macquarie Practice Consulting for her advice on developing referral relationships.
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No strings attached: How to be independent and successful
(views
3047)
Financial planners don't need to be affiliated with a large institution to build a successful business. We speak to SUZANNE HADDAN of BFG Financial Services and ANDREW ROCKS of Announcer for their tips on how to put your independent practice on the path to prosperity.
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Love on the rocks: How to find a new dealer group
(views
3597)
Many financial advisers are switching dealer groups - so how can you secure the best deal for your business? We speak to MARK BALLANTYNE of Financial Wisdom and GARETH HALL of Lifestyle Financial Solutions.
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The pitch: Instos versus independent licensees
(views
3006)
Financial planners considering switching licensees need to choose between institutional licensees or boutique. We examine to pros and cons with PAUL CAMPBELL of RI Advice and ROB WYNAN of Focused Financial Advice
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Tough task: Can platform providers meet advisers' demands?
(views
2942)
Platform providers will need to evolve quickly to keep up with financial advisers' demands for more flexibilty. We speak to PETER CHUN of Colonial First State and CONNIE McKEAGE of OneVue for their thoughts on how platforms will stack up in the future.
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Value add: How much is your business worth?
(views
5945)
Financial planners should understand the value of their business - whether they want to sell or not. We speak to ANTHONY HUNT of HUNTS' GROUP and SIMON SWANSON of CLEARVIEW about how to assess the worth of your business.
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Sink or swim: Advisers urged to fine tune their business models
(views
2201)
Financial planners can sink or swim depending on the business model they choose - so how can you get it right? On this Wealth Professional report, we speak to Gareth Hall of Lifestyle Financial Services and Matt Kidd from Omniwealth for their thoughts on which models work.
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Reaching out: Fund managers find new ways to be your best friend
(views
2165)
Fund managers know that financial planners are critical to their business and many are looking for new ways to connect with advisers. We speak to Jarrod Brown of Bennelong Funds Management (pictured) and Alex Francois of Provident Capital.
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FoFA divide: Planners label opt-in a 'bad law'
(views
2323)
Financial planners says their feedback on the proposed FoFA laws is being ignored – and they are particularly unhappy with opt-in.
In this Wealth Professional investigative report, we speak to Deen Sanders of the FPA, Marc Bineham of the AFA and Russell Medcraft of Financial Choice for their thoughts on the latest PJC report on the proposed new regulations.
What do the proposed opt-in laws mean for planners’ business and clients? What are the FPA and the AFA doing to lobby the government on these issues? And how can advisers plan for the regulatory changes amid this uncertainty?
Find out on Wealth Professional – your home for industry news, opinion and analysis.
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Perfect partner: Advisers prosper from referral relationships
(views
2221)
Referral relationships can be the key to prosperity for financial planners - so what's the best way to establish a commercial partnership?