Posts

engagement letters

162 | Engagement Letters

In this episode Tim Hoopmann of Spinn Business Solutions will tell you why engagement letters are so important. 

RG 146

142 | RG 146

RG 146 is an ASIC regulation listing the minimum training you need to give financial advice. Here is Mark Sinclair of Mentor Education.

120 | A Fish Rots From the Head Down

There is a popular proverb that feels harsh but maybe it does because it is true. A fish rots from the head down. 

119 | Four Quadrants of Success

The four quadrants of success or time management are a helpful way to think about your practice. Here is John Peterson of Best Practice with more.

Get the foundations right

118 | Get the Foundations Right

Everybody preaches to get the foundations right. But what does that actually mean? Here is John Peterson of Best Practice with some insights.