Considering Trowbridge: The Final Word, or a Stake in the Ground?In a critically-important riskinfo Round Table discussion, a cross section of industry stakeholders met to discuss all aspects of John Trowbridge’s Final Report… (Visited 1,505 times, 1 visits today) Read More
Getting to Grips with TrowbridgeWe have taken a magnifying glass to the Trowbridge Review of Retail Life Insurance Advice, considering all the recommendations, not just the adviser remuneration proposals… (Visited 2,341 times, 1 visits […] Read More
Trowbridge – The Adviser ViewThis article features the thoughts of three passionate risk advisers who have penned their own responses to the Trowbridge Report… (Visited 1,288 times, 1 visits today) Read More
Is Your Licensee a Threat to Your Professional Future?Are you considering a change of licensee? Catalyst Compliance’s Steve Murray examines the impact licensee compliance is having on advisers and their individual reputations… (Visited 709 times, 1 visits today) Read More
Busting the Risk Commission MythsAt the risk of incurring the wrath of some readers, regular contributor Sue Viskovic challenges the myths that exist about delivering risk advice without commissions… (Visited 1,615 times, 1 visits […] Read More
Are You the Obvious Expert? 7 Traits You Can UseIs an expert an expert if no one knows? Rachel Staggs tackles this question and provides tips on how to make yourself the ‘go to’ expert… (Visited 530 times, 1 […] Read More
Energy BalanceThis edition of The Waiting Room examines the effect of energy balance on achieving or maintaining a healthy weight… (Visited 566 times, 1 visits today) Read More
Optimising Your Communication ChannelsHow many communication channels should advisers be using to optimise client satisfaction? Dr Rebecca Sheils has the answer… (Visited 485 times, 1 visits today) Read More
Dos & Don’ts on the Telephone – 10 Golden RulesTen golden rules to help advisers improve their approach to client telephone conversations and to build their success rate… (Visited 16,195 times, 1 visits today) Read More
AFA Adviser of the Year DiariesEleanor Dartnall is keeping a diary to record her progress throughout her 12 months as the AFA Adviser of the Year, in which she shares her highly-specialised approach to advice… […] Read More
Creating an Independent Income Outside of the Sale of the ProductHow risk-focussed advisers can survive and prosper in the 21st Century and beyond… (Visited 1,234 times, 1 visits today) Read More
5 Common Newsletter MistakesAdvisers are increasingly aware of the benefits of regular communication with their clients. But there are also a number of traps that are easy to fall into… (Visited 559 times, […] Read More
The Power of QuestionsDani Peer discusses three ways that the top-performing advisers use questions when engaging with their prospective clients… (Visited 973 times, 1 visits today) Read More
The Psychology of the Advice Process – Why Deep Connections with Clients MatterZurich’s Andy Marshall, completes his video series on the psychology of the advice process… (Visited 321 times, 1 visits today) Read More
AFA Inspire NSW – RoundtableAt the beginning of March, the NSW Chapter of the AFA’s Inspire initiative hosted a roundtable to discuss some of the key issues facing women in finance roles… (Visited 455 […] Read More
AFA Life Company of the Year AwardsThe AFA and Plan For Life hosted their annual Life Company of the Year Awards ceremony in Sydney in March… (Visited 508 times, 1 visits today) Read More
FSC Life Insurance ConferenceThe 2015 FSC Life Insurance Conference was held in Sydney in March, headlined by the release of the Trowbridge Report and initial debate about its recommendations… (Visited 824 times, 1 […] Read More
XY Adviser – Providing Value Through EducationThe team from XY Adviser played host to nearly fifty advice professionals in Sydney during April, all eager to hear from AFA Adviser of the Year, Eleanor Dartnall… (Visited 818 […] Read More
It’s Not About The Money Book LaunchIn April, Keith Peel hosted family and friends at a cocktail party to celebrate the launch of his new book, ‘It’s Not About The Money’… (Visited 1,113 times, 1 visits […] Read More(Visited 1,536 times, 1 visits today)