July 2 – Trevor Thompson

I’m not normally impressed by corporate communications, but this email was sent to all advisers authorised under the Financial Wisdom license from the General Manager today. Just this once I thought I would share some corporate speak in light of the previous topic today. I think he hits the nail on the head.

“Crossing the FOFA starting line – made for this moment

Good afternoon

Congratulations, you have now crossed the FOFA starting line. A line that was announced in April 2010 by our now Treasurer, then Minister, The Hon Chris Bowen MP. Three years in the making, it began with many local member visits and industry lobbying and was replaced this year, with intensive training and support activities to prepare you for the 1 July 2013 milestone.

But what is the FOFA starting line? It is the continuing race for securing and enhancing the financial wellbeing of your business, your clients and your local community. Your hard work and commitment, coupled with Financial Wisdom’s local support and training, means you’re well-prepared to thrive in this new environment. So let’s take this opportunity to make the most of this moment and thrive together.

My clear message continues to be that business owners and advisers within Financial Wisdom are made for this moment. Strong client relationships are the cornerstone of success in this new environment, and what better client relationship to have than from a small business team, passionate about their community and committed to improving the wellbeing of their clients. Your clients don’t buy what you do – they buy why you do it. I continue to have inspiring discussions about the ‘why’. It’s about the passion for advice, the desire to make a difference in your client’s lives by enhancing their financial wellbeing, and knowing they are better off for having your advice. This ‘why’, your ‘why’, is made for this moment.

By Trevor Thompson. 
CFP DipFP

SENIOR PARTNER