Tamara Morey Every week we speak with practice owners who thought their merger would be straightforward – and six months later, they’re dealing with staff walkouts, duplicated systems or silent boardroom battles. The numbers stacked up. But the human and operational fit didn’t, and the deal is now worth less, not more. The following […]
Five signs a practice merger is going off the rails Read More »
Tamara Morey I like to think of myself as “considered” rather than stubborn (although my husband might tell you it’s the same thing). Give me a new idea, and I’ll mull it over before I’m ready to change my mind. Two years ago, our business coach asked me a question that made me squirm: “What
Uncovering a blind spot with just three questions Read More »
Dela Dzadey Having worked with hundreds of financial planning practices across Australia, I’ve been lucky enough to have a kind of backstage view of the industry. From solo advisers to huge practices, it’s clear that the desire to grow is strong. The Advisely Growth Survey revealed that over 80% of advisers are looking to bring in
Tamara Morey Somewhere between onboarding your last hire and rewriting your third process doc, your People Plan lost steam. Or maybe it never really had any. It’s not that your team isn’t good – they are. It’s just that right now, everything feels a bit too reactive. Advice is still going out the door,
Reclaim capacity without blowing everything up Read More »
Tamara Morey Asking practices to share their people plan with us often results in blank stares, nervous laughter or a quick subject change. Is it because the term “people plan” sounds too corporate for smaller teams? Too warm and fuzzy, without enough action and results? Or maybe it just sounds like another document that’ll
Winning the Talent Game Read More »
Dela Dzadey If you’ve seen one article on outsourcing tips, you’ve seen them all. I know this because I’ve read way too many – and written a few myself! I can promise you, though, this article isn’t that. Instead, I want to put forward the real questions you should ask when considering a new
Not another outsourcing article Read More »
Tamara Morey The latest Hays Salary Guide (24/25) paints a fascinating (and slightly alarming) picture of employee retention trends. Of the 15,000 responses across 26 industries, a whopping 77% of Australian employees are either actively looking or planning to look for a new job within the next 12 months. Wow! That’s 3 out of every
Tamara Morey There are few things in life I would claim to be an expert on. (Remembering numbers, a great chicken soup, reverse parking, Bananagrams.) But as the co-founder of a business that has been 100% remote since its inception in 2013, I do know a thing or two about flexible working and how to
Micromanagement is out – trust is in Read More »
Tamara Morey At the height of the GFC, I took on a role in a regional practice as a “paraplanner”. I was as green as they come and wasn’t entirely sure what, exactly, I would be planning. One of my first tasks was to call our margin loan clients and let them know they were
The paraplanner of the future Read More »
Dela Dzadey If you’ve been reading the headlines over the past 18 months – from QAR reforms to AI advancements – you might get the impression that it’s all doom and gloom for the future of paraplanning. For example, you probably heard that advice document lengths were going to be significantly reduced and could soon
The end of paraplanning? Read More »