WP TV brings you closer to the industry's most influential
leaders and thinkers. Click on the videos below to watch the interviews:
Providing a clear value proposition can be the key to a successful practice - so how can planners add value and manage expectations? We speak to WES HALL of BT and TIM BROWN of Vow Financial for their thoughts on how financial planners can develop an offering that keeps clients happy for the long term.
The financial planning industry has a public perception problem - so how can advisers improve their image? We speak to BRENTON TONG of Financial Spectrum and Therese Stanton of Domane Financial Advisers for their views on gaining the trust of Australians.
Diversification is considered by many financial planners as the key to survival - so how can you expand your business? We speak to ANDREA SLATTERY of SPAA and BARRY PARKER of Australian Capital Financial Planning for their thoughts on branching out.
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.
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.
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
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.
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.
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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