Peter Mancell Education is a wonderful thing. Many of us strive to attain higher education to improve ourselves, raise our prospects in life, help others or pursue an important cause. However, it’s not the be all and end all. As C.S. Lewis once said, “education without values, as useful as it is, seems rather to […]
Peter Mancell If you’re looking for truly unvarnished opinions on life’s issues go and visit an internet forum. Recently I visited the financial section of one of Australia’s largest web forums. In the aftermath of the most recent scandal to rock the financial services industry it made for sobering reading. Again the industry was suffering […]
Peter Mancell As of July 31, the current ASX bull market had been running for 784 days. Volatility had almost subsided and that twitch most people developed during the GFC had finally disappeared. Consistent good market returns had made some people excited. Other people started becoming extremely nervous. Normally advisers will spend time stressing the […]
Peter Mancell Can you simply articulate your process for clients, from the here and now to their ideal future? Have you found a way to engage with potential clients even when they’ve exited that first meeting? If you’re an experienced adviser you’ll at the least have developed an informal procedure for a prospective client meeting. […]
Peter Mancell I don’t have to tell you costs are a big factor when running a financial planning business. I’d argue it’s why over 80% of the industry are now shadowed under the wing of a bank or institution. Economies of scale are a great help in driving costs down, but if you’re focussed on […]