GET MATCH-FIT FOR THE FASEA EXAM

16 Oct 2019

The FASEA exam is a key part of the professional standards uplift for financial advisers. Here’s a rundown of the exam basics – and some study tips to help you sail through on the day.

1-10 out of 85 results.

MENTAL WELLBEING IN AN AGE OF DISTRACTION

In the last week alone, do you know how many times you’ve used your smartphone to log into your social media account, check your emails, or google a question?

Accountant resources

GETTING SMART ABOUT YOUR CLIENTS’ BEST INTERESTS

Being able to show that you are putting your clients’ interests first goes way beyond compliance – it also builds trust, demonstrates value and motivates clients. And by using SMART goals, you can help your clients build strong actionable plans, so they can enjoy the lifestyle they really want.

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VERVE GROUP: ‘THE CLIENT RELATIONSHIP IS WHERE WE GET OUR GROWTH’

Matt Carberry is director and Senior Wealth Advisor at Count’s 2019 Member Firm of the Year, Verve Group. He says that achieving growth starts with understanding your clients – and articulating the value you provide.

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CRUNCHING THE NUMBERS: 5 WAYS THE ACCOUNTING SECTOR IS PLANNING FOR SUCCESS

Business conditions for accountants are at an all-time high, according to CommBank’s latest survey. So what’s driving this confidence – and how are accountants preparing for long-term success?

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NELLIE FUNG: IT’S ALL ABOUT THE TEAM

Behind every successful adviser is a strong team – and supporting every great team is a strong leader. Count’s 2019 Adviser of the Year, Nellie Fung, talks about how she leads her team to help them provide high quality advice.

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8 QUESTIONS TO ASK YOURSELF AS YOU FIND YOUR IDEAL CLIENT

Take the time to work out what your business stands for – and attract the clients who are the right fit for your vision.

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DIGITAL ATTRACTION: USING TECHNOLOGY TO DELIVER BETTER CLIENT SERVICE

Here are some clever ways to lift your tech game – and deliver better service to your business clients.

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NURTURING YOUR FEMALE LEADERS THIS INTERNATIONAL WOMEN'S DAY

As International Women’s Day is celebrated around the world, take a moment to consider how you can support and empower the women in your business.

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HAPPY STAFF = HAPPY CLIENTS

Look after your people, and they’ll look after your business. Here are five tips for creating a workplace environment that keeps your employees, and your clients happy.

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