Peter Mancell We all probably remember our first experience with the potentials of technology. For those of us old enough it was programming the VCR or maybe getting a 5 year old relative to program our VCR. For those of us young enough, you were probably one of those 5 year olds! A few years […]
Peter Mancell Even though you’d like to be an expert in every facet of financial planning, the reality of business means such complete expertise may never eventuate. While no two clients are the same, you may regularly find yourself dealing with a similar type of client based on your region, its demographics and referrals you […]
Peter Mancell How many times have you had an investment blow up on your clients? Basis Capital? Trio Capital? City Pacific? LM Investments? Tree Farms? CDOs? Suppose you have a clear conscience and have never collected commission from that lot? Good for you. What about shares? Had a direct equity go up in smoke despite […]
Peter Mancell How does a privately owned dealer group not only survive, but thrive in the current environment? From my perspective, the success of privately owned dealer groups, stems from a belief in supporting advisers who want to put their clients’ interests first. Existing outside an institutional framework is the only true way that any adviser can […]