Advice 2.0: Upgrading The Advice ProcessTechnological change is inescapable with ‘fintech’ already making strong inroads into financial services and eventually into advice. Rather than resist this trend the prevailing wisdom points out that consumers and […] Read More
Life Insurance Framework VerdictThe Senate Economics Legislation Committee’s recently- released report into the new Life Insurance Framework makes for very interesting reading. This is Canberra’s response to all of the key Life Insurance […] Read More
Fear of Change is the Advice Business KillerElixir Consulting’s Sue Viskovic states that a mindset that LIF will end the industry will become a self-fulfilling prophecy and advisers planning on surviving need to challenge that point of […] Read More
Tips to Get Your Referral Partnerships to Work More EffectivelyRachel Staggs highlights how a referral relationship needs marketing tools that not only point to an adviser but highlight their skills and services as well… (Visited 758 times, 1 visits […] Read More
Advisers’ Voice: 2016 Product Innovation Ideas from AdvisersThe Beddoes Institute Director, Dr Rebecca Sheils, shares insights on what innovation advisers are wanting from Life Companies… (Visited 510 times, 1 visits today) Read More
How to Qualify Insurance Prospects EasierSelling insurance to an unprepared client does not work according to Jim Prigg, who points to a few key questions advisers can use to prepare clients for a discussion around […] Read More
The Cost of the Flu is More Than Just MoneyThis edition of the Waiting Room considers how advisers can provide a simple, but very practical service, in helping clients avoid the flu this winter… (Visited 511 times, 1 visits […] Read More
Opportunities Within Changing Client DemographicsClients may be loyal but they change all the time as their lives move on placing the onus on advisers to know who their clients are, and importantly, what they […] Read More
Education MattersWhile Zurich’s Andy Marshall strongly supports the argument to raise the bar for minimum education standards for advisers, he says there need to be some ‘sensible exceptions’… (Visited 436 times, […] Read More
Chris Unwin ‘Chrisisms’This is the second in our ‘Chrisisms’ series of short, sharp, relevant messages from respected industry contributor, Chris Unwin… (Visited 507 times, 1 visits today) Read More
Synchron 2016 ‘You Don’t Know What You Don’t Know’ Conference(Visited 395 times, 1 visits today) Read More(Visited 887 times, 1 visits today)