Category | Practice Management

Case Study – Advising Gen X and Y

This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and Glenn talk about the things that matter most to younger advice consumers. At a glance Submitted by: Matt Hale Age: 27 Business name: Rising Tide Licensee: Apogee Clients: Jen and Glenn […]

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Case Study – Mentoring

A shared interest in social media and technology led James Sutherland and Meike Suggars to embark on a mentoring relationship. Three years on, having both experienced significant growth in their personal and professional development, they share what they believe is the key to making a mentoring relationship work… At a glance Mentor: James Sutherland, AFA […]

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Case Study – Pro Bono Advice

In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer. At a glance Submitted by: Mark O’Leary Business name:  Eluvia Licensee: Hillross Clients: Family who lost husband and father to cancer Claim type: Death cover, terminal illness benefit In detail “Why do it? It’s a damn […]

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Case Study – Building a Successful Risk Business

Adelaide adviser, Peter Moyle, has established a highly successful advice business that has drawn on experience he has gained during 30 years in the life insurance industry. In this case study, Mr Moyle talks about the key factors that have led to his success. At a glance Provided by: Peter Moyle Experience: 30 plus years […]

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