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Tag Archives | Synchron

Case Study – Swansson v Harrison

In this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million because an act of non-disclosure left him uninsured. Mr Harrison has subsequently made changes to his client disclosure processes, and shares these below. (more…)

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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 – 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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Insurance How To – Positioning Your Business in the Digital Age

In this Insurance How To, Synchron’s Michael Harrison, has produced an excellent summary for advisers seeking to position themselves and their practice in the new age of digital communications. He shares with advisers the do’s and don’ts in communicating with their clients in today’s world… At a glance Provided by: Michael Harrison Business: Strategies Plus […]

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