Winning the Talent Game
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...
Not another outsourcing article
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...
Culture Shock
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%...
Micromanagement is out – trust is in
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...
The paraplanner of the future
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...
The end of paraplanning?
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...
No adviser is an island
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,...
What is an adviser’s true capacity?
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...