Tag Archives | Referrals

Case Study – Social Advice

Igor and Sacha Loutkovsky have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in person. In this case study, they share how new technology and the ‘social advice’ movement have enabled them to take their risk business to the next level. At a glance Submitted […]

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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 – Building a New Risk Advice Practice

In this practice development case study, new risk specialist adviser, Tatiana Coulter, shares how she started her practice from scratch. She talks about the marketing and lead generation strategies she employed to grow her client base, and offers tips for other advisers starting out in their own businesses. At a glance Submitted by: Tatiana Coulter […]

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Case Study – Powerful Client Letter

This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that advisers deliver every day to individuals faced with genuine hardship. As the adviser points out, successful client relationships and client outcomes are at the centre of what advisers do, and technical […]

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Case Study – An Unidentified Claim

In this claims case study, a couple, both medical practitioners, who were referred to the adviser for a review of their insurances discovered they were entitled to an additional claim payment. It demonstrates the value an adviser can bring at time of claim, and why clients need to notify their adviser of any occurrence they […]

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Case Study – Social Media in an Advice Business

Two-time AFA Adviser of the Year finalist, Nick Sinclair, has successfully integrated a range of social media channels into his business marketing strategy. Nick shares the challenges he faced as a ‘social sceptic’ and how, using channels like Twitter and Facebook, he has transformed his Wealthfarm business. At a glance Provided by: Nick Sinclair Business […]

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Case Study – My First Claim (Susan Jackson)

In this claims case study, adviser Susan Jackson talks about her first claim experience, in which the client unfortunately had no cover.  She also shares the learnings she subsequently applied to her business. At a glance Submitted by: Susan Jackson Business: Executive Director, Women’s Financial Network Client: female, passed away from cancer In detail Susan was only […]

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Case Study – Building Successful Referral Partnerships: The One-on-One Relationship

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘One-on-One Relationship’ model. This approach involves building referral partnerships by engaging with individuals. At a Glance Submitted by: Jo Brassett and Cathrine Baker Business: Insurance Advisory Services (IAS) Referral approach: One-on-one relationships In detail Advisers, Jo Brassett and Cathrine Baker, […]

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Case Study – Building Referral Partnerships: The Ownership Model

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘Ownership’ model. This approach involves buying an accounting practice and merging the two businesses. At a Glance Submitted by: Steve Salvia Business: Managing Director of Southern Financial Strategies (SFS) Referral approach: Ownership model In detail Steve Salvia, Managing Director of Southern […]

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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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