Astute Wheel Blog

Astute Values

Values as important as goals

By Dr Michael Topper | June 19, 2024
Financial planning software update

Major new software advancement for financial planners

By Greg Judd | July 28, 2023
Live demonstration events

AstuteWheel enhancements and coming features showcased around the nation

By Greg Judd | March 18, 2021
Video

Virtual meetings: How to build rapport with clients

By Hans Egger | July 13, 2020
Video

Wealth Professional: Engaging clients in Estate Planning

By Hans Egger | May 2, 2019
grandfathered commissions

Let’s get real about banning grandfathered commissions

By Hans Egger | July 5, 2018
Life Insurance Remunerations Reform

Life Insurance Remunerations Reform in Conflict with Clients Best Interest

By Hans Egger | June 27, 2018
Financial planners on the brink of opportunity or disaster?

Financial planners on the brink of opportunity or disaster?

By Hans Egger | June 6, 2018
Financial Planning Industry winners and losers: a new era

Financial Planning Industry winners and losers: a new era

By Hans Egger | May 16, 2018
Modern Financial Advice

Modern Financial Advice: The Six Million Dollar Adviser

By Hans Egger | April 7, 2017
Modern Adviser

Modern Adviser or Dinosaur? 5 Ways You Can Make The Evolutionary Leap

By Hans Egger | February 10, 2017
Serious about estate planning

Let’s get serious about estate planning

By Hans Egger | November 16, 2016
Winter is coming

Winter is Coming: 5 Ways to Prepare Your Clients

By Hans Egger | September 18, 2016
Good financial advice

“Gamma” – The New Measure of Good Financial Advice

By Hans Egger | July 18, 2016
Robot advice

NAB’s Robo Advice – should financial planners be concerned?

By Hans Egger | May 17, 2016
Estate planning young family

The modern adviser and the upside of estate planning for young families

By Hans Egger | March 16, 2016
Estate planning

Estate planning for “A” clients – how to value add and get referrals

By Hans Egger | November 15, 2015
Robot advice

Robot advice or financial planner – what’s best for the client?

By Hans Egger | September 4, 2015
exit strategy

I’m an adviser in my late 50’s – what is my exit strategy?

By Hans Egger | July 4, 2015
start your own business

I’m an adviser in my 30’s – how do I start my own business?

By Hans Egger | July 4, 2015
Steps to success

Six Easy Steps to Turn Good Advice into Great Advice

By Hans Egger | May 7, 2014
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