Setting New Standards to Create a New MindsetFinancial advisers will face important changes later this year as new education and professional standards legislation passes through Federal Parliament with some predicting it will define the profession for years […] Read More
2016 AIA/MDRT Experience Hong Kong Round TableThe AIA/MDRT Experience Round Table in Hong Kong at the end of January strongly reinforced what appears to be a global trend of positioning the needs and wellbeing of the […] Read More
Handling the LIF like a Business OwnerElixir Consulting’s Sue Viskovic considers what steps advisers can take to negate the impact the Life Insurance Framework commission changes will have on their business… (Visited 774 times, 1 visits […] Read More
How to Protect Your Reputation in a World of Online Review PlatformsRachel Staggs reminds advisers that feedback is now a two-way street and being pro-active is the best way to ensure feedback is not negative. (Visited 146 times, 1 visits today) Read More
How Could Life Companies Innovate to Better Support Advisers?The Beddoes Institute Director, Dr Rebecca Sheils, shares insights on what innovation advisers are wanting from Life Companies (Visited 545 times, 1 visits today) Read More
What is your Completion Plan in the Sales process?Jim Prigg talks to advisers about how a few practical steps can help advisers complete a sale. (Visited 197 times, 1 visits today) Read More
Wearable Technology and Life InsuranceThis edition of the Waiting Room takes a look at how wearable technology is changing the way insurers and consumers view health and insurance (Visited 1,850 times, 1 visits today) Read More
Clear Instructions Vital to Avoid Estate Planning DisputesAvoiding a dispute while settling an estate takes some work but as Brian Hor shows in this case study some preparation can remove any potential conflicts between beneficiaries. (Visited 166 […] Read More
What do you want from your Business Development Manager?Zurich’s Andy Marshall takes a look at the criteria that make up an adviser centric business development manager. (Visited 1,155 times, 1 visits today) Read More
Chris Unwin ‘Chrisisms’Chris Unwin delivers a series of punchy, thoughtful ideas to help advisers, especially risk-focused advisers, develop their skills (Visited 641 times, 1 visits today) Read More(Visited 1,065 times, 1 visits today)