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We have deep experience and an unmatched passion for improving the value of our advice and finding practical solutions for our clients.
Growth mindset and ignoring the noise
“Ignoring regulatory distractions and focusing on business procedures is key for advice practices to maintain a growth mindset," according to AFSL consultancy Tangelo Advice Consulting” reports Professional Planner. Tangelo’s Selin Ertac and Conrad Travers spoke at the recent SMSF Association National Conference in Brisbane.
7 deadly sins and the advice process
What do the Seven Deadly Sins have in common with the Advice Processes? We explored the common sins we see causing ineffective advice processes and what businesses should be focusing on.
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