Making a Corporate Tagline

In In the headlines Posted
We thought we were almost finished. The entire team, all 10 of us, not only understood the difference between a Mission Statement and a Vision Statement, but we had agreed on one of each. Mission Statement: To serve by inspiring and supporting lasting success Vision Statement: Potential realised. For all. We also agreed on the […]
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Robo-advice vs. Advice

In In the headlines Posted
I’m a financial adviser and I’ve been hearing a lot of talk recently that we’re being replaced by robo-advisers. Certainly, a fundamental change is about to sweep the Australian market and advisers have to move with the times… But, I’m not going out to look for another job, just yet. I’ve seen this before… My […]
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