Are you putting your clients offside by small but thoughtless habits and actions you may not even be aware you are doing?
Author Archive | Paul Schena
AFA/Zurich Roundtable: Financial Services and Life Insurance in Australia – Where to From Here? – Part 1
Riskinfo joined with the AFA and Zurich Financial Services Australia at this year’s AFA National Adviser Conference to conduct an industry Round Table discussion looking how advisers, associations and insurers […]
AFA/Zurich Roundtable: Financial Services and Life Insurance in Australia – Where to From Here? – Part 2
Riskinfo joined with the AFA and Zurich Financial Services Australia at this year’s AFA National Adviser Conference to conduct an industry Round Table discussion looking how advisers, associations and insurers […]
Risky Business? Not Necessarily…
How relevant are you, as an adviser, in the mind of your clients, and can you do more to boost your presence in 2019?
The Best Marketing Tip for 2019
How relevant are you, as an adviser, in the mind of your clients, and can you do more to boost your presence in 2019?
12 Ways to Put Clients Offside
Are you putting your clients offside by small but thoughtless habits and actions you may not even be aware you are doing?
AFA National Adviser Conference
The views of consumers played a central part in deciding the winners of the AFA and Beddoes Institute 2018 Consumer Choice Awards.
Chris Unwin ‘Chrisisms’
Are you doing your client a favour by being their adviser, or is your client doing you a favour in having you as their adviser?
AFA/ Beddoes Consumer Choice Award
The views of consumers played a central part in deciding the winners of the AFA and Beddoes Institute 2018 Consumer Choice Awards.
Two Simple Words That Help People Say ‘Yes’ to Financial Advice
Sixpence Media’s Susie Munro challenges you to potentially re-think your approach to your existing and prospective clients in this thought-provoking narrative…