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Mark Twain on Wealth Management Valuations

Vale Valuations?

Mark Twain, the great American author, is credited with the famous quote – “reports of my death have been greatly exaggerated”.  This followed an article in the New York Journal of 2 June 1897, wrongly recording his demise.

Much has been written about the death of valuations for wealth […]

Much More Than Just a Sales Call

In our first blog, “Forget the F-word”, we touched on the D-words that are having profound effects on all industries, especially financial services and wealth management.  We itemised the D-words as:

Democratisation of content
Digitalisation of delivery
Disintermediation of the value chain.

At T&C, we also identified a fourth, emerging dynamic – Disaggregation.  […]

Forget the F-word

Forget the F-word; FoFA.  It’s the D-words that matter.

FoFa may be a dirty word at the moment, causing many to angst and reach for the strategy and business re-engineering manuals.  But it’s the D-words that will have the longest lasting legacy and most profound effects on most industries, including […]

Market segmentation within the marketing plan

Putting the client at the heart of strategy

Strategy formulation often takes the traditional approach of first coming up with a broad, aspirational vision statement and then developing a raft of tactics designed to realise that vision. Then, only once that is done, a marketing plan is developed to support […]

The Snowball Story

A successful value creation and realisation story

Snowball is one of Australia’s most successful wealth management “start-up” to “succession” stories.  Tony McDonald and Carl Scarcella were among the co-founders and the nucleus of the foundation management team.  Value was created and ultimately realised.

Founded in 2000, Snowball grew to become one […]