by Dr. Paul Moran
August 10, 2022Professional Planner
The death of email: Why advisers need to change for security
Advisers should stop using email as their primary communication method with clients and start using client portals as the preferred alternative.
Cybersecurity has been in focus this year due to ASIC’s penalty against RI Advice which has seen other cyber experts noting flaws with how the industry is dealing with security.
by Dr. Paul Moran
June 27, 2022Professional Planner
Scope with care: In advice, context is crucial
Very soon fintech companies and other commercial operators will have greater latitude to provide sporadic scoped advice, if you believe early predictions about the outcome of Treasury’s Quality of Advice Review.
by Dr. Paul Moran
May 23, 2022Professional Planner
Collaboration, not customisation, the flag to wave at advice review
Customisation is a great strategy if it makes customers feel valued and increases business. But, in financial services, a lot of the customisation going on behind the scenes is more or less tinkering with technology around
April 28, 2022Money Management
iFactFind upgrades to facilitate scoped advice
Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the delivery of scoped advice.
The latest release included a mini fact-find or pre-meeting questionnaire, designed to gather only the information essential for an adviser..
April 28, 2022Independant Financial Adviser
Australian fintechs team up for new integration
Advice tech start-up says new upgrade will cut time on completing fact finds.
The new features allow advisers to see every module and select only relevant sections based on the scope of advice a client needs.
by Dr. Paul Moran
March 17, 2022Professional Planner
Why life insurance is the Brussel sprouts of financial services
Around 9 million Australian households dropped $50 billion shopping online in 2020/21, directing the bulk of sales to house and garden outlets, variety stores and media services.
by Dr. Paul Moran
November 1, 2021Professional Planner
The three most powerful words
Taking a risk, whether it’s in your personal or professional life, is scary because it exposes you to the unknown.
November 01, 2021Australian FinTech
Australian fintechs team up for new integration
The two fintechs estimate that the new two-way integration between iFactFind’s digital fact find solution and Worksorted’s customer relationship management system could save practices between one to two hours of manual data correction and re-entry each day.
by Dr. Paul Moran
January 14, 2022Professional Planner
Client beliefs may not be factual but they’re still true
Truth used to be an absolute. As a child, I was often asked “Are you telling the truth?” and there was no two ways about it.
by Dr. Paul Moran
September 16, 2021Professional Planner
Countering client investment FOMO
“All my friends are buying investment properties and making money. How can I get in on that?”
I get questions like this a lot and not only from young people.
October 25, 2021Independant Financial Adviser
Australian fintechs team up for new integration
iFactFind and Worksorted have announced a new strategic partnership aimed at facilitating client data transfer and boosting efficiency in financial advice practices.
October 26, 2021Adviser Voice
Aussie Fintechs collaborate to drive advice efficiencies
Financial planning technology companies, iFactFind and Worksorted have entered a strategic partnership to integrate iFactFind’s digital fact find solution and Worksorted’s CRM system to facilitate the transfer of client data and drive efficiencies in advice practices.
June 15, 2021Adviser Voice
Vic’s extended lockdown spawns digital advice solution
Melbourne-based financial planner, Dr Paul Moran, has teamed up with database expert, Mr Sahil Matta, to develop Australia’s most comprehensive, interactive digital fact find.
by Dr. Paul Moran
July 9, 2021Professional Planner
Challenging WINIWIMI and the importance of framing
Asking questions and eliciting considered, accurate responses is a key part of the financial planning process.
by Dr. Paul Moran
August 16, 2021Professional Planner
The ethics of nudging the client
It’s said that the most effective way to sell an idea or influence decision making is through the unconscious mind. In other words, if you want someone to do something, make them think it was their idea.
June 15, 2021Risk Info
New Interactive Digital Advice Solution
Developed during Victoria’s extended Covid-19 lockdown in mid-2020 and piloted by a group of advice practices, the statement says that iFactFind is “…proven to increase the quality and accuracy of client data, enhance the client experience and boost practice efficiency.”
June 15, 2021Self Managed Super Magazine
New online fact find launched
A Melbourne financial planner has launched a online interactive digital fact find that is compliant with new standards and will remove the need to create, share and store physical documents.
June 15, 2021Financial Standard
iFactFind Launches
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.
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