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The More Things Change, The More They Stay the Same

The More Things Change, The More They Stay the Same

True when the phrase was first coined in the 1800’s by Jean-Baptiste Alphonse Karr and still true today. The Richest Man in Babylon written in the 1920’s leverages 4000-year-old parables that are still relevant. And now after 35 years of exposure to the financial services industry, I find within significant change, certain principles still hold true. Information that is not just relevant at a point in time, but are general principles that exist and have relevance in perpetuity. Having recently reflected on a “body of research” Zanetti Recruitment & Consulting completed in conjunction with Griffith University in 2016 and close to the completion of more valuable market research regarding new entrant pathways, there seems to be a consistency worthy of consideration. Below are two exerpts from the paper and my further comment. Excerpt 1 – Graduate transition into financial planning has been found to be difficult and expensive for both students and prospective employers: “It may take years for a new graduate to become worth more than an entry-level wage; therefore, the employer pays a wage in excess of the value actually contributed by the graduate. In addition, employers incur costs in the form of in-house training, certification and licensing, supervision, and turnover. Employers hope to recoup these expenses when the graduate becomes more productive by paying a wage that is lower than the value of the employee to the firm at that time, typically within two to three years. It is at this point that many employees leave their original mentors for greener pastures with employers more willing to recognize the current value of their newly acquired skills....
Will graduates meet the demands of financial planning businesses of the future?

Will graduates meet the demands of financial planning businesses of the future?

As a panelist in this recent webinar, I had the opportunity to listen to other insightful presenters including successful business owners and academics. It reinforced the importance of a balanced business approach to the sustainable recruitment of both experienced and graduate staff. Not just today, but well into the future. In such a difficult environment, academia are working hard to ensure they educate and nurture capable, future ready people. I have some strong opinions regarding the future of the industry and insights we are happy to share in support of businesses recruitment effort. My short answer to the headline above is “yes they can” and they will be the future of the profession (Like many reading this article were as young men and women). As a business, how you position, attract and assess appropriate individuals is key. Thank you to the Wiley team for inviting me to participate and hope my contribution added value to the audience....
WORD ON THE STREET

WORD ON THE STREET

WORD ON THE STREET   Our aim is to provide regular educational information to help you grow an awareness on opportunities available in the market. We don’t want this to be an imposition so if you’d prefer not to receive it, please unsubscribe at the bottom of the page. If you do like it, then share accordingly. We hope you find the information of value! How to gain value from performance reviews It’s that time of year again – whether it be a half yearly or annual performance review, ‘the’ discussion is nearing. Some managers see this as nothing more than a time consuming exercise mandated by HR, and some employees feel they are a waste of time. But when you make finding the right talent & developing that talent a priority, achieving revenue targets & business goals should fall into place. So putting your best effort into performance review discussions, will result in benefits greater than the time spent on the process – including retention of key talent.   A FEW CURRENT ROLES ARE LISTED BELOW. FOR A FULL LIST OF OUR ADVERTISED ROLES PLEASE click here. PRODUCT IMPLEMENTATION SPECIALIST – BRISBANE Brisbane based national fund manager delivering solutions to institutional investors worldwide. The role is responsible for supporting the implementation of product development and maintenance functions, reporting function to senior management, the research and analysis of key strategic themes and assistance in the preparation of strategy presentations and documents for the executive and board. The candidate will have experience in a similar role, strong stakeholder management skill, excellent consultative and communication skills and understands the product management function. PARAPLANNER They are one of the largest superannuation funds...
Word on the Street – 21 May 2015

Word on the Street – 21 May 2015

WORD ON THE STREET Our aim is to provide regular educational information to help you grow an awareness on opportunities available in the market. We don’t want this to be an imposition so if you’d prefer not to receive it, please unsubscribe at the bottom of the page. If you do like it, then share accordingly. We hope you find the information of value! It’s not about the money! There are a whole series of factors that make a good working environment. The physical working environment, leadership behaviour, open communication, team work, recognition, reward, continuous professional development & education and more. But be very clear: It is about the money too!   A FEW CURRENT ROLES ARE LISTED BELOW. FOR A FULL LIST OF OUR ADVERTISED ROLES PLEASE click here  STATE MANAGER National diverse financial services firm delivering financial advice, lending, investment and legal/estate planning solutions. This position has become available due to the current state manager taking a national role.  Reporting to the Head of Strategy and Advice, the person is responsible for the leadership and management of the financial planning and lending teams. The role oversees sales, operations and compliance whilst ensuring the business development focus is maintained through personal demonstration on how done. The successful individual will have demonstrated leadership and management with experience in the financial planning industry a must.   SENIOR CLIENT SERVICE MANAGER Our client drives the financial success of clients by ensuring a holistic approach to advice, including additional services tailored to align to their goals. Maximising their knowledge & unique alliance with accountants ensures they can provide specific financial solutions. Advice to clients ranges from cash flow management,...
Word on the Street – 7 April 2015

Word on the Street – 7 April 2015

WORD ON THE STREET Our aim is to provide regular educational information to help you grow an awareness on opportunities available in the market. We don’t want this to be an imposition so if you’d prefer not to receive it, please unsubscribe at the bottom of the page. If you do like it, then share accordingly. We hope you find the information of value! It’s not about the money! There are a whole series of factors that make a good working environment. The physical working environment, leadership behaviour, open communication, team work, recognition, reward, continuous professional development & education and more. But be very clear: It is about the money too!   A FEW CURRENT ROLES ARE LISTED BELOW. FOR A FULL LIST OF OUR ADVERTISED ROLES PLEASE click here  FINANCIAL PLANNER The CEO of the financial services business has created a fully funded financial planning division that requires a quality risk and superannuation adviser to service an existing strong relationship for new business. There is a demonstration of inclusiveness and all the team are “on the same bus”. They have outsourced their AFSL to a group with rigour and structure giving you the comfort to focus on performing your role in a compliant manner.  They have a model and structure to leverage existing client relationships with quality advice outcomes and incredible new business growth. Location: Brisbane North   SENIOR PARAPLANNER Our client is focused on providing proactive, personalised service & expert advice in all areas of accounting, taxation, financial planning & lending. They are a team dedicated to building personal, commercial & strategic success for their clients through the delivery of tailored solutions & personal...