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 71

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.

 

  • How to be a wealth winner in 2013 How to be a wealth winner in 2013 (views 3789)

    It's been an eventful year for financial planners - and it's just a taste of what's to come. We speak to Mark Ballantyne of Financial Wisdom and Andrew Rocks of Announcer for their thoughts on the challenges you'll face in 2013 and how to come out on top.

  • Finance sector struggles to shake off 'man's world' image Finance sector struggles to shake off 'man's world' image (views 3120)

    The latest eFinancialCareers survey has found nearly two-thirds of the industry believe gender discrimination exists in the workplace - but is it a perception problem? We speak to George McFerran of eFinancialCareers and Nareen Young of Diversity Council Australia for their thoughts on workplace diversity.

  • How to sell your business How to sell your business (views 3573)

    The financial planning industry is gearing up for a mass exodus ahead of FoFA - but there are a few things you need to know if you're selling your business. We speak to Mike Stewart of Radar Results and Anthony Hunt of Hunts' Group for the dos and don'ts of the sale process.

  • Platforms weigh in on opt-in debate Platforms weigh in on opt-in debate (views 4475)

    Platforms move to lobby Canberra as consultation begins on opt-in. We speak to Connie Mckeage of OneVue and Kelly Power of BT for their thoughts on the proposed regulations and what planners can do to prepare for implementation.

  • Advisers angered by FSC proposed churning policy Advisers angered by FSC proposed churning policy (views 4587)

    The FSC's proposed churning policy has ignited a furore among financial planners who say it unfairly targets honest advisers. We speak to NSW AFA Director Marc Bineham and Sulieman Ravell of Funds Focus for their thoughts on the controversial proposal.

  • On the brink: Generalist planners told they'll become extinct On the brink: Generalist planners told they'll become extinct (views 4486)

    A growing number of industry commentators say the days of the all-round financial planner are numbered, amid predictions market conditions will change rapidly. We speak to Sean Graham of Mills Oakley Lawyers and Terry Slattery of DFK Laurence Varnay for their thoughts on why specialisation will be the key to success in the future.

  • Volatile times: What to tell your clients about the stock market Volatile times: What to tell your clients about the stock market (views 5137)

    The Australian stock market is likely to remain in volatile territory over the coming months - but there are some tried and true ways to ensure good returns on your investment. Wealth Professional's Donna Sawyer speaks to Kate Howitt of Fidelity for her top tips on what makes the ideal stock.

  • Muscle in: How to win business in a crowded market Muscle in: How to win business in a crowded market (views 4875)

    As mortgage brokers join the herd of other professions looking to migrate into financial planning - advisers have nothing to fear. We speak to Greg Cook of Eureka Financial Group and Ian Bailey of Bailey Roberts Group for their tips on how to stand out in the crowd.

  • New age: Has holistic advice had its day? New age: Has holistic advice had its day? (views 4369)

    Superannuation and industry funds have seen a massive rise in advice given over the phone in the past year - does it signal a trend towards scaled advice? We speak to Pauline Vamos of ASFA and Simon Swanson of ClearView Wealth for their thoughts on the changing needs of clients.