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November 2016

“Jaws on a spaceship”: Building a value proposition in four easy steps

At last count, around 2.5 million Australians said they were seeking advice from financial planners. This was regarded by the advice industry as good news after the dark days of the Global Financial Crisis.

On the flipside, it means there are millions of Aussies overlooking the value of financial planning. This smacks of opportunity for savvy planners and represents an excellent reason for formulating a value proposition that can unlock the way you interact with potential leads and generate more revenue. Read the article


Putting the customer at the centre of your business

By Anthony O’Brien | Published in Professional Planner, April 11, 2016



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