Kevin Bailey

Learning from orthopedic surgery

Perhaps one of the main reasons planning is not a profession is because most advisers do not act as professionals in their dealings with their clients. ... read more »

Managing financial planning practice growth

Column

Sound business management is crucial if the transition from a small practice to a medium-sized business is to be achieved successfully. ... read more »

Still pushing buttons

It is great to know I can still push a few people's buttons. IFA recently (issue 359) published a letter to the editor by an anonymous writer who was confused by my use of the term fee for service. ... read more »

Seeking a purpose in planning

One of my financial planning colleagues describes his business purpose as helping people to 'make work optional'. Both he and his clients are very clear on their purpose. What is our business purpose? ... read more »

Watch the expenses

There is a big difference between wealth and affluence and there is a big difference between running a practice that is making sales and one that is making profits. ... read more »

Timber to MIS deductions

The removal of up-front deductions for non-timber MIS could be a catalyst for change in the way some advisers do businesss. ... read more »

Helping clients make their mark

Raising the benchmark

Benchmarking is a well-established tool for businesses to analyse their position and identify possible opportunities for improvement. In financial planning, benchmarking is often limited to comparing investment returns to established indices. ... read more »

Compensation for loss

PI burden could be astronomical

Legislative intent and regulation of the laws enacted can be subject to interpretation. ... read more »

Super bonanza

Don't miss the window of opportunity

If ever there was a time for us to get our act together - this is it. There is a nine-month window of opportunity available today, that I believe will exceed the inflow bonanza that preceded the June 1994 cut-off for rule changes to allocated pensions. ... read more »

Demonstrating value

Give clients meaningful results

It is important for us to benchmark the results we achieve for clients with the portfolios we put together for them. There are two benchmarks that can be used to demonstrate our results to clients on a rolling monthly basis ... ... read more »

• The not-so-merry month of May
• Teaching young dogs