Fantastic conference in Melbourne hosted by the SMSF Association with a top tier array of presenters and learning about key themes in #SMSF23 and the advice sector. Really enjoyed the Quality of Advice Review panel discussion with Michelle Levy – Author, and Paul Barrett offering insights and foresight. Also thoroughly enjoyed the session delivered by…
Twenty years of recruiting Financial Planners has taught me these crucial lessons for getting it right.
On review of the FlashFX service for Advisers we’ve identified our 3 Key Benefits for Advisers to assist with FX international money transfers for advice clients. Flash Manage is a unique Advisers mode in FlashFX that provides Adviser clients seamless access to secure, low cost international money transfers. Adviser clients immediately receive a significant ‘discount’…
FlashFX service for Advisers, I sought out one of the Co-Founders to ask what was behind his idea and why the Advice industry.
Over and above the benefits to Advice clients, R2A believe this can a genuine value add service for Advisers.
Whether you offer this as a high touch service to all your clients, or a select group, it makes a lot of sense to go the extra mile.
FlashFX offer a service tailored for Financial Advisers and their clients with an easy to use and ‘slick’ online secure digital portal.
Are KPI’s useful and how should you use them in your practice?
We take a quick look at the role of KPI’s in your HR strategy.
What are the options for growth? We look at a variety of solutions to increase capacity to grow your financial planning practice.
Why we updated our website?
Mobile Phones now account for over 70% of internet searches in Australia