The Perfect Match. Finding your ideal Licensee Partner
Choosing a new licensee partner can often feel like you are on a 1980s dating show! You need to ask the right questions and get to know your potential partner before committing to what you hope will be a happy and content, long-term relationship.
Lifespan finalists in ifa Excellence Awards 2023
A record 21 members of the Lifespan community have been named finalists in the ifa Excellence Awards 2023, including Lifespan Financial Planning for Dealer Group of the Year.
Established your own AFSL? Now what
Tony Mantineo, Head of Lifespan Partnership, explains why getting your own Australian Financial Services Licence (AFSL) is just the start, and what practices need to plan for to run it compliantly and sustainably.
Pendulum of change is swinging to advisers in 2023
Lifespan CEO Eugene Ardino joins ifa’s Maja Garaca Djurdjevic to explain why the pendulum of change is swinging in favour of advisers in 2023, and why the Quality of Advice Review’s push to let product providers give more advice needs a closer look.
ifa Excellence Awards winners 2022!
Lifespan won three awards at the 2022 ifa Excellence Awards, including Company of the Year and Dealer Group of the Year for the second year running.
ifa Excellence Awards 2022 Finalists Announced
ifa Excellence Awards 2022 finalists announced this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
Social media for financial advisers.
Lyndal Higgins shares how financial advisers can use social media to build trust, grow referrals, and connect with their ideal clients.
Why the interest in index funds?
Index funds are popular for their low fees and broad market exposure, but understanding the pros and cons of index funds helps you decide if they suit your portfolio.
Avatars in action – helping advisers engage with preferred clients
Jenny Pearse of Jenesis Consulting explains how client avatars help financial advisers attract and engage their ideal clients.
Lifespan Invest digital investing and education solution to address the ‘advice gap’
Announcing the launch of our digital investing solution, Lifespan Invest, as a means of reaching the mass market of Australians priced out of receiving personal advice.
Can you be your own business coach?
Running your own financial planning advice practice means you need to be a confident business owner. Can you also be your own business coach?
An open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice community
Ahead of the 2022 federal election, Lifespan CEO Eugene Ardino outlines four key issues the incoming government must address to protect access to quality financial advice.
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