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opinion
Should brokers join the fight against CSLR?
by Annie Kane • 6 Jun 2024
OPINION With the financial advice industry recoiling at the growing costs of the new Compensation Scheme of Last Resort...
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The trajectory of broking in an AI-powered world
by Vincent Turner • 3 Jun 2024
How will brokers need to adapt to an AI-enhanced world? Vincent Turner explores how AI technology is influencing the...
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Why your client database is a goldmine
by Malavika Santhebennur • 6 May 2024
Brokers should be mining their existing client base to generate leads in a cost-effective manner, marketing specialist...
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The silent epidemic the finance industry can no longer ignore
by Bronwyn Penhaligon • 22 Apr 2024
The financial services industry has seen a significant transformation in the last decade, propelled by the digital...
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Lead flow mastery: The key to broker success
by Ruan Burger • 15 Apr 2024
Investing in strategies to boost lead flow is essential for business growth and success, outlines Ruan Burger, founder...
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Unpacking the unjust clawback: A call for fairness in finance
by Phil Rice • 13 Feb 2024
Despite collaborative efforts between lenders and brokers, there’s an underlying issue that needs a spotlight: the...
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What do brokers think makes a brokerage successful?
by Annie Kane • 9 Feb 2024
After unveiling the Top 25 Brokerages ranking 2024, we wanted to know what brokers think makes a brokerage successful....
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Is your client an Emu, Phoenix, or Falcon?
by Nick Young • 24 Jan 2024
The year 2024 is the Year of the Dragon. But, as Nick Young explains, brokers might find it to be the Year of the...
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The 5-step life reset process
by Sam Makhoul • 2 Jan 2024
After identifying why you may need a life reset in 2024, Sam Makhoul outlines how you actually do it.
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4 signs you need to do a life reset in 2024
by Sam Makhoul • 12 Dec 2023
Challenges, complexity, and distractions can lead us into one of four negative states that stop us from leading the...
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Top downsizing myths: Essential insights for brokers
by Stephen Doyle • 20 Nov 2023
The term ‘client for life’ is a phrase commonly heard in the mortgage broking industry, but it is also closely tied...
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Why business leaders need to talk about menopause
by Malavika Santhebennur • 9 Nov 2023
An empowerment coach has described how being diagnosed with and receiving treatment for perimenopause changed the way...
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How to avoid the ‘cultural tax’
by Malavika Santhebennur • 7 Nov 2023
Expanding cultural literacy through research can help financial service providers gain the trust of clients from...
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‘Do it sooner rather than later’: Louisa Sanghera talks...
by Malavika Santhebennur • 3 Nov 2023
Louisa Sanghera highlighted the importance of a succession plan after countless health battles spurred her to implement...
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‘Scale your impact’: Lessons on leadership from an REA executive
by Malavika Santhebennur • 2 Nov 2023
As women assume leadership roles, it is essential for them to scale their impact by mobilising team members to create...
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