Our Latest Insights
Explore expert perspectives on leadership, strategy, and growth. Our insights help businesses navigate change, improve performance, and stay ahead in an evolving landscape.
What Fasting Taught Me About Building Endurance – In Body and Business
When I first began experimenting with fasting, it wasn’t about trend or toughness. It was about endurance (well health mainly; but hear me out). I needed my body to recover faster and perform longer so I could keep running 100-kilometre races and build businesses that could keep pace. It worked.
Fasting didn’t just change how I trained; it changed how I led. Because the principles that repair the body are the same ones that restore a business ... stick with me:
Mergers (& Acquisitions) Aren’t About the Numbers. They’re About the People.
Why most deals stumble before they even start. But you don't realise until a few years later
When I talk to most owners about mergers, joint ventures, or capital partnerships and the conversation jumps straight to valuation, synergies, and growth. But here’s the thing: financials don’t derail mergers. People do.
Winning the Long Game for Practices and Licensees
Long-term success in financial advice depends on trust, governance, and professionalism. Explore how practices and licensees can future-proof their businesses through strategic planning, data cohesion, and client-centric leadership in a post-Hayne landscape.
Part II: A Professional Sector Needs a Professional Structure
Financial planning can only evolve into a true profession through structural reform and individual certification. Explore how separating product from advice, embracing fiduciary responsibility, and leveraging technology can create a trusted, client-focused future.
What Sets the Best Apart
What separates the best financial advice businesses from the rest? Explore how curiosity, continuous learning, and client-focused innovation drive long-term success for leading financial planning firms across Australia.
Update: Winning the Long Game for Practices and Licensees
Long-term success in financial advice depends on trust, governance, and professionalism. Explore how practices and licensees can future-proof their businesses through strategic planning, data cohesion, and client-centric leadership in a post-Hayne landscape.
Navigating the Changing Licensee Landscape: Expert Insights
As the financial advice industry undergoes significant transformation, selecting the right licensee or business partner has become more critical than ever. With major players entering and exiting the wealth management space, advice practices face crucial decisions about their business partnerships and future direction.
Vertical Integration: The Missing Piece in Quality of Advice Review
The omission of vertical integration from the Quality of Advice Review raises key questions about fairness, transparency, and affordability in financial advice. Explore why separating business models could be vital for improving client outcomes and rebuilding trust.
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