7 Reasons Why Dealer Groups Must Provide a Managed CRM Solution
Compliance is always a polarising word in the financial advice world. Many Advisers are lamenting the associated costs; regulators are...
Setting Goals + KPI's in Financial Advice businesses
We’ve heard experts for years trot out the SMART Key Performance Indicator metrics – Specific, Measurable, Attainable, Relevant and...
FASEA proposes 'professional year'
As you may well be aware, the Financial Adviser Standards and Ethics Authority this week announced its draft guidance on the professional...
FREE CODE: Create an Email Template in XPLAN
Watch the attached Video for some tips on creating an Email Template in XPLAN Here is the FREE code: <table bgcolor="#ffffff"...