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How to Earn a Promotion as a Paraplanner

How to Earn a Promotion as a Paraplanner

The ultimate guide to earning a promotion as a paraplanner. Paraplanning is such a noble profession but if you're not active about positioning yourself for a promotion a lot of the valuable work you do can go unseen. This guide will help you to position yourself for success and get the most out of your financial planning career.
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Four Tips to Revitalise Your LinkedIn Profile

Four Tips to Revitalise Your LinkedIn Profile

Your guide to building a successful Linkedin profile. Four easy steps to help you maximise your client-reaching potential online. Use the checklist to run through your profile and see how you stack up.
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We Heart Paraplanners

We Heart Paraplanners

Paraplanning expert Kate Fellows gives Nod the inside word on what makes paraplanners tick.
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Digital Detox: You Know You Need It

Digital Detox: You Know You Need It

Locked down with nowhere to go, working from home, isolated from friends and family, it’s not surprising our collective dedication to personal digital devices soared into a whole other stratosphere in 2020….So... Digital detox? You know you need one.
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What is Legal Ops? That's the question

What is Legal Ops? That's the question

Legal ops is in the midst of its 15 minutes in the limelight with widespread focus on it's development and independent function. Do you know what it is?
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All you want for Christmas is integrations

All you want for Christmas is integrations

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Compliance by design

Compliance by design

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has highlighted the challenge of delivering financial services while protecting consumers...
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Nod integrates with Iress XPLAN

Nod integrates with Iress XPLAN

Super excited to be announcing our new integration with Iress XPLAN today!‍ XPLAN is used by 80% of our customers to manage their client relationships, conduct product research and model financial scenarios. We're partnering with XPLAN to make document creation, template management and compliance easy for financial planning firms in Australia.
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#1 Good Advice Changes Lives Series

#1 Good Advice Changes Lives Series

We talk with Nick Mitchell about how he and Mason Stevens are supporting advisers to build more efficient practices to give more great advice.
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#2 Good Advice Changes Lives Series

#2 Good Advice Changes Lives Series

Nod chats with Conrad Francis, one of the founders of Inspired Money, a Perth-based financial planning practice. He is also an executive and performance coach and is a massive advocate for great advice.
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How to Write A Statement of Advice

How to Write A Statement of Advice

Financial planning expert Kate Fellows takes us through her top five tips for writing a great Statement of Advice.
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The Ultimate Statement of Advice Checklist

The Ultimate Statement of Advice Checklist

A comprehensive guide to all the things to look out for when writing a Statement of Advice if you're a Financial Planner or Paraplanner.
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7 Tips to Ace your Day as a Paraplanner

7 Tips to Ace your Day as a Paraplanner

Being a paraplanner is a tough but rewarding gig! Here are 7 handy hints for how you can be more effective, add more value and ace your day.
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Top 5 Tips to Improve Paraplanner / Advisor Interactions

Top 5 Tips to Improve Paraplanner / Advisor Interactions

The value of smooth and efficient interaction between an adviser and their paraplanner is worth its weight in gold. Realistically, it’s the difference between a Statement of Advice (SoA)being produced in 3 days, or 21.
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How Automation Powers Productivity and Profitability

How Automation Powers Productivity and Profitability

Learn how document automation technology can help your organisation increase productivity and boost profitability.
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How to Write a ‘clear and concise’ Statement of Advice

How to Write a ‘clear and concise’ Statement of Advice

Let’s talk about how to write a great Statement of Advice document that actually is 'clear and concise'.
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How to Write Clearly and Concisely

How to Write Clearly and Concisely

We all know what poor writing looks like, but do we know what actually makes writing good? Let's take a look...
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What Makes a Great Document

What Makes a Great Document

What makes a great document? To save us time debating the perks and downsides of a million different aspects of document creation, we’re going to cut right to the chase.
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5 Social Media Tips for Legal Firms

5 Social Media Tips for Legal Firms

Lawyers are paid to be outstanding communicators, but does that translate to an effective social media strategy? Let's find out...
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To ROA or SOA? That is the question

To ROA or SOA? That is the question

There is no clearcut, black and white explanation provided from the ‘powers that be’ on when to provide an ROA, rather than an SOA. Let's clear up the ambiguity.
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The Race to the Top is a Race to the Bottom for Financial Advisers

The Race to the Top is a Race to the Bottom for Financial Advisers

If 80% of financial advisers, the Climbers, decide to go after the top 20% of the population this is likely to create a perfect storm of competition for clients.
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