How to use the Ideal Week technique to deliver more effective time management.Time management for advisers is of paramount importance to achieve success. By developing an ideal week from a face to face perspective you can increase your productivity and prosperity. Unless you are concentrating on income producing activities on a regular and reliable basis then you may not be able to sustain your current business model that is process based.

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The FAB formula (Features Advantages and Benefits) and how to adapt it to your value proposition.

Consumers like to buy benefits. Rarely is anyone ever enticed to purchase a service by a feature. Yet, if you look around at a lot of advertising you see, most focus on features. Benefits are emotional. Features are logical. Motivation to act is built on emotion. So, marketing and selling benefits can really help sell your product, service or offer.

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The three biggest objections when trying to get an appointment with a new prospect and how to smash them.

Have you ever thought about how many sales you lose from prospects who almost bought from you? Losing these “almost customers” and lost income needs to be addressed. Have you developed a plan to limit this income loss and convert “Maybes” into “Will do” income producing buyers? This situation of “Maybe” buyers can arise in face to face situations, on your website or on the internet.

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DomaCom News.


DomaCom Limited (ASX:DCL) CEO Arthur Naoumidis discusses the company’s expanding distribution, regulatory environment and priorities for 2018.

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Paul Tynan of Connect FS asks, “Has time passed you by?”

Connect FS

“Financial planners and accountants seeking to exit the industry continue fail to appreciate the importance of time and its impact on their retirement aspirations & lifetime of endeavour”, said Connect Financial Service Brokers CEO Paul Tynan. Commenting further, he says, “Time is not standing still for mature age accountants and planners waiting vainly for the return of pre GFC times and values – those days are well and truly gone.”

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SA Data bases for sale.

18K of Risk. Plus various providers, small revenue bases. Ideal to add to current client lists with same provider.

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Peter Johnston from the AIOFP discusses Guidelines for Selecting a Dealer Group


Pre – FOFA few predicted the rise of the Independents and the decline of the Institutional advice sector over the past 5 years. The recent ASIC Report into conflicts within the institutional vertically integrated business advice models will only accelerate the migration to the independently owned/independent [Independents] space.

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Finance for data base & business acquisition.
Ask Joshua McKay.

JCM Finance

One of the many challenges advisers encounter throughout both the acquisition process and on-going business needs of an advice business is how to best structure and fund the business. Many financial institutions have specific policy guidelines which can determine the amount of funding that they are willing to provide based on the inherent value of the business coupled with its financial performance. How can you go about getting the right advice on how best to present a proposed transaction to a financier?

Read more and contact Joshua McKay here


How to get your business “Sale Ready”. Ask Graeme Molloy.


Buyers demand exact figures, breakdown of client types, geographic spread details, product manufacturer designation, ages of clients, monthly commission figures and lots more. Graeme Molloy at AdData has a system that is simple, easy to administer, efficient and cost effective. He can help you get your business sale ready now.

Read more and contact Graeme Molloy here


Risk Specialists take please note. This is a model of the future that may appeal to you, offered by AFRM.


There are many good risk advisers, just like you, that will need more support, stability and security moving into the new world order. Will you cope personally and/or financially when LIF reforms commence in 2018? Australian Financial Risk Management Pty Limited (AFRM) is an innovative twenty first century AFSL that needs to find risk specialists to support their growth around Australia. What do you think?

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The Chaucer AFSL is looking for advisers


Small, close knit AFSL is looking for advisers in Sydney.

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Melbourne based FP wanted.

Vibrant, young group looking for experienced adviser to join them.

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Brisbane FP for sale or buy-in.

A well established financial planning practise in Brisbane is looking for a business partnership buy-in or an outright purchase. The business income is derived from 60% risk and 40% fee for service. Asking price, circa $2.5m.

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Step into a ready-made operational business on the Gold Coast.

The vendor is offering the opportunity to acquire a complete holistic financial services business. They have created a truly ‘one stop money shop’ delivering a complete range of financial services that can be serviced from a convenient location on the Southern Gold Coast.

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New. Great opportunity in Central VIC.

Well run country business with scope for expansion seeks willing acquirer. Income of FUM and risk is $350K p.a. Read more


Businesses wanted NOW.

We have willing cashed up buyers, ready to make YOU an offer NOW.

Wanted Businesses

  • Eager buyer of risk, financial planning and mortgage books. Acquisitions across the country with no restrictions on location wanted NOW. Investment up to $300,000. Willing to talk attractive terms for purchases with an upfront investment, reasonable handover protocols and standard run-off provisions.
  • Is this your management succession plan? Talk with a modern, insurance oriented practice, who are looking to acquire risk books in NSW. Read more
  • A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, super and SMSF. Read more
  • Sydney based group looking to acquire FP businesses NOW. They are looking for purchases with a recurring income of $300,000+. Both risk and funds under management are of interest to them. They are negotiable on terms depending on the quality of the book. Read more


Non-aligned AFSL looking to acquire FUM.

A leading multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management.

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Risk business wanted.

Leading multi functional financial planning firm are looking to invest reasonable amounts of money for a suitable acquisition(s) with in-force premium totals between $750K and $2M. This is an ideal opportunity for someone looking to retire or ease back their activity to sell to an experienced person in the insurance industry.

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Mentor Education.

Mentor Education

Financial Planners – Detecting and reporting possible criminal activities. Do you know your responsibilities under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act)? Register here.


AAMC Training offers more affordable training with funded places.

AAMC Training

AAMC Training announce that we have been awarded a contract for 2018 to deliver Victorian Skills First Funding places to eligible students! What does this mean for you? Access to a funded place for eligible candidates means a lower up front tuition fee for face-to-face training (online, correspondence and RPL not applicable).

»  Register now


Complimentary ASX Course for the Knowledgemaster community.


Ever wondered how some of Australia’s leading financial planning practices build wealth for their clients? Not anymore. Gain access to some of the industry’s most exceptional minds and learn from their experiences and insights from topics such as SMSF Trustee investment behaviours and the changing millennial mindset when it comes to advice. Take a dive into the growing range of investment options available to advisers and learn how the market works, particularly when it comes to the role of the market maker in ASX trades. This is your opportunity to access all of the above, as well as earn up to 4.25 CPD hours.

Use Promotional Code: TKG

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Accomplished professional looking for options to buy-in.

Looking for an exit solution? This professional is looking to collaborate with you to buy in over a reasonable time frame. Melbourne based eastern suburbs.

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Senior Financial Planner
Opportunity & Lifestyle.
Gosford area.

This is an outstanding opportunity, with a market leading salary package, to catapult your financial planning career with the lifestyle advantage of living on the beautiful Central Coast NSW. Read more

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