Measuring value in an above-the-line proposition
Measuring value in an above-the-line proposition
Most advisers would not dispute that the industry is moving towards a service-based value proposition that is more about soft skills and client relationships than products and returns. But how do you measure client progress over time when it’s not just about numbers on a page?
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In this episode of the ifa Show, host Sarah Kendell is joined by HPH Solutions managing director Rob Pyne, whose practice took home the FPA Professional Practice of the Year Award in 2020. Rob discusses how his business is turning the intangible into tangible with unique reporting that measures the progress in clients’ mental health and attitudes towards money over time, demonstrating how the adviser relationship is contributing towards their overall wellbeing.
Sturgis Journal
A little more than a year ago, many state departments and businesses shifted to contact-free or limited contact.
One such entity: Michigan Secretary of State. Residents had a high level of difficulty setting an appointment before license plates or driver’s licenses expired, unable to get a time slot until weeks or months after expiration.
Although some area residents continue to have difficulty, many who responded to a recent inquiry by the Sturgis Journal said the process is getting easier, although with occasional hiccups.
According to michigan.gov/sos, customers may make an appointment up to six months in advance or for the next day.
Three decades ago, former Queensland MP Rob Pyne dived off a sailing boat unaware there was a sandbank lying just below the surface of the pristine blue water.
Then 23-year-old suffered a broken spine - an injury that would confine him to a wheelchair and mean he could never walk again.
It s a day most people would like to forget but this week he was handed a bittersweet reminder of that sunny afternoon.
A waterproof wallet he had tucked between his speedos and footy shorts when he jumped off the boat was found buried in the mudbanks of Cairns beach, holding his 1991 driver s licence and bank cards.