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Read more about the article P1M1015 Knock, knock! Who’s there? Mystery shopper, that’s who

P1M1015 Knock, knock! Who’s there? Mystery shopper, that’s who

  • Post author:PIFA Admin
  • Post published:November 5, 2019
  • Post category:1 - Crucial Concepts

The customer experience of financial planning process when delivered through a large AFSL.Simon Hoyle, Professional Planner, 2016 It’s 4:01pm and a customer of a bank is standing outside the branch,…

Continue ReadingP1M1015 Knock, knock! Who’s there? Mystery shopper, that’s who
Read more about the article P1M1016 A Christmas carol

P1M1016 A Christmas carol

  • Post author:PIFA Admin
  • Post published:November 5, 2019
  • Post category:1 - Crucial Concepts

ABC’s The Checkout takes a look at the quality of financial advice and structure of financial advisers, back in August 2016 by looking at the ghosts of financial advice past,…

Continue ReadingP1M1016 A Christmas carol
Read more about the article P1M1017 Valuing your practice

P1M1017 Valuing your practice

  • Post author:PIFA Admin
  • Post published:November 5, 2019
  • Post category:1 - Crucial Concepts

How to enhance the value of your business Market commentary – how the value of financial planning practices is changing post Royal Commission. An exploration of the current issues facing…

Continue ReadingP1M1017 Valuing your practice
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