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Succession Planning in a Pandemic: 6 Steps to Take Now

Added on March 2020 in Plan for the Future
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SummaryLess than three months ago, a mystery illness surfaced in Wuhan, China, and was quickly named COVID-19, a type of coronavirus. We know what has transpired from that point until today, with an unprecedented lockdown of populations and economies around the world.

Why Waiting to Communicate About Coronavirus to Investors Is a Mistake

Added on March 2020 in Plan for the Future
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Summary: A common response from businesses during an emerging crisis is to sit tight and avoid communicating about the issue in fear of making the matter worse. At 7.21pm (ish) last night that became the wrong response, with Alan Kohler leading the ABC's finance update with the 'hit to super fund members'. Not the oil price war or largest equity market falls since the GFC.

5 ways to connect with millennials

Added on February 2020 in Plan for the Future
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Summary: Mario Cacciola, a 40-year-old associate attorney for a large international law firm, gets cold-called multiple times a week by financial advisers looking to begin a relationship with him now before he climbs the ladder and makes partner. Although many have rubbed him the wrong way, he eventually met one adviser he felt comfortable with. After working together several years, Mr. Cacciola said he appreciates these five things that could help other advisers who are looking to connect with the next generation.

How advisers can attract top talent

Added on February 2020 in Plan for the Future
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Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.

How advisers can attract top talent

Added on February 2020 in Plan for the Future
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Summary: Leading an independent wealth management practice for nearly two decades has taught me many lessons, but the most important is this — the quality of your employees determines the strength of your business.

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