Entries by Dave Faulkner

Small Business Taxation

It has been two weeks since the Federal government announced, over lunch at the Pastaggio Italian Eatery, changes to the small-business tax rate from 10.5% to 9% by 2019. This change in the small business tax rate is a campaign promise that has been accelerated because of the backlash the Federal government felt over the small business tax changes proposed on July 18th, 2017. 

Prospecting with RediNest: Part 1

For many financial advisors, client acquisition is a poorly defined activity – largely consisting of asking existing clients and centres of influence for referrals – and usually done without much structure or process. This is surprising because prospecting is regularly ranked as a top priority among advisors.

Prospecting with RediNest: Part 2

RediNest is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income and compare it to others. After calculating their potential retirement income, prospects will then have the option to connect with a RazorPlan™ advisor to further analyze their situation.

Prospecting with RediNest: Part 3

This post outlines a business development strategy you can use to grow your practice using RediNest. Activities are recommended on a daily, weekly and monthly basis and can be implemented by yourself, your administrative support staff or external contractors.