Infocus Wealth Management Blog

iCON15... that's a wrap!

Posted by Rod Bristow on Nov 5, 2015 1:49:33 PM

What a fantastic week at Hamilton Island for iCON15! We have been so delighted to have received such positive feedback from so many of you. The agenda was jam packed to provide you with valuable learnings across the event, and I am sure you will agree that the location and weather was pretty idyllic too.

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Are we losing our social licence?

Posted by Rod Bristow on May 15, 2015 8:30:00 AM

Every participant in our industry maintains their requisite licensing to operate.  It is one of the explicit ‘hygiene factors’ without which industry participants simply cannot operate.  What we have lost, however, is our implicit license to operate – our ‘social licence’.

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Topics: Business Growth

What Does the Future Structure of the Industry Look Like?

Posted by Rod Bristow on May 13, 2015 7:30:00 AM

I’m often asked about Infocus’ strategy and the things we think about in order to ensure we can compete effectively. A sensitive topic to write about to be sure, however I wanted to provide some insight into our own thought process to help you with some ideas in your own business.

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Topics: Business Growth

The Real Impact of Robo-Advice

Posted by Rod Bristow on May 12, 2015 4:05:00 PM

There’s been quite a few ‘column inches’ dedicated to the topic of robo-advice in the last few months.  We’ve seen a range of ‘experts’ telling us it’s the way of the future and that the wealth management industry as we know it will be under siege from this radical new disruption to the financial advice process.

Let’s cut through the hype to see what might happen with the emergence of robo-advice and, more importantly, what you should be thinking about to capitalise on this trend in your business.

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Topics: Business Growth

Success begins at the end of your comfort zone

Posted by Darren Steinhardt on Apr 9, 2015 8:39:00 AM

“Nothing worthwhile has ever been accomplished
with a guarantee of success.”
John F Kennedy

Whether we like it or not, we frequently see examples in our personal and professional lives where big rewards have come to those trying something new. We also instinctively know this has involved taking a risk. The risk may be real or imagined, but most often it has involved this person taking a step outside his or her comfort zone.

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Topics: The X-Factor

Leadership in a constantly changing environment

Posted by Rod Bristow on Feb 3, 2015 4:27:00 PM

We’ve all heard it before, change is a constant. In an organic business environment like ours, how do you make sure you can continue to run your business successfully; while at the same time being aware what is changing in the industry in order to identify potential threats or opportunities?

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Topics: Business Growth

3 tips for successful leadership

Posted by Rod Bristow on Sep 15, 2014 4:38:00 PM

We’ve all heard it before, change is a constant. 

In an organic business environment like ours, how do you make sure you can continue to run your business successfully; while at the same time being across what is changing more broadly across the industry in order to identify potential threats or opportunities?

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Topics: The X-Factor

Get real and close the deal: Soft skills for Financial Advisers

Posted by Darren Steinhardt on Sep 5, 2014 4:11:00 PM

Actually, closing the deal is not the end game.  The end game is sustaining the relationship with the client, involving a subtle balance of technical skill, professionalism and good old fashion client service.  The operative phrase here being ‘old fashioned’ perhaps?

Here are some top soft skills for Financial Advisers!

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Topics: The X-Factor, Soft skill tips

3 tips for (very) effective client communications

Posted by Darren Steinhardt on Jul 16, 2014 9:01:00 AM

As we move into our third issue of our series of articles for supporting your business growth, we are sharing some very interesting results from a recent Australian study* to support your strategies for communicating effectively with your clients and enhancing your client relationships. 

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Topics: Business Growth

Removing your barriers to business growth

Posted by Darren Steinhardt on Apr 28, 2014 4:28:00 PM

At a recent Infocus Professional Development day, we enjoyed time with Jim Stackpool* who delivered an inspiring perspective on the barriers we can create to our business growth and success.

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Topics: Business Growth

Start a conversation with Infocus today!

We're the dealer group with a difference.

At Infocus, we not only talk the talk, we walk the talk. Our journey to be the dealer group with a difference began some time ago when we started out as a boutique financial advice business.

Just over ten years ago we decided to launch our own dealer group after developing core processes and systems to help run the business and provide consistent operational support for our advice services.
Having transitioned from a small business to become a national dealer group, our industry experience and expertise is what underpins our success and growing footprint extending from Cape York to Frankston, Sydney to Bunbury.

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