While many advice businesses believe they are delivering great service to their clients, they are still failing to generate sufficient referrals to take their business to the next level…
Author Archive | Paul Schena
Separating Yourself From The Pack – Differentiating Risk Advice Strategies
Guest contributor, Chris Unwin, envisages some fantastic opportunities unfolding for risk-focused advisers in future…
What an Adviser Would Have Asked Mr Bowen…
Shadow Treasurer Chris Bowen recently addressed the AFA National Conference. Adviser Melinda Houghton shares the questions she would have asked Mr Bowen, if she’d had the chance…
Zurich Intergenerational Advice Series, Parts 1 and 2
In this short video series, Zurich is seeking to assist advisers deliver an increase in the number of Australians seeking financial advice, by tapping into intergenerational advice…
What is Your Insurance Advice Philosophy?
Securitor is rolling out a program which aims to bring a new level of professionalism to the insurance advice process, and is challenging all risk specialists to do the same…
2014 AFA National Adviser Conference
Delivered to advisers under the theme of ‘Innovate – Think; Create; Act’, the AFA’s 2014 National Adviser Conference was deemed by both delegates and exhibitors to be a successful event…
AdviserEdge 2014
‘Crank it up’ was the theme at the AdviserEdge 2014 Conference, held on the Gold Coast in August…
FSC 2014 Annual Conference
Professionalism, international opportunities and advice regulation were some of the key topics discussed at this year’s FSC Annual Conference…