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...

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...

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...

Dela Dzadey There’s a lot that goes into what was once quite a straightforward adviser-client relationship – booking client appointments, ongoing fee arrangements, research, advice creation and file completion,...

Tamara Morey A wise man once told me that the problem with the world today is that there is too much emotion and not enough data.  Operating an advice...

Dela Dzadey There is one thing I can say for sure: if an adviser doesn’t have trust in their support team, their efficiency levels will drop.   In my...

TNT Group took a poll of attending advisers at the recent FAAA Congress, asking them about what's hindering them from producing more advice. The answer will likely come as...