Category: Conferences and Events

Strong Message to Advisers - Time to Act

The critical importance of making advisers’ voices heard during the consultation period for the Future of Financial Advice (FoFA) reform proposals is a message that is being driven home by the AFA as it winds up its 2010 National Roadshow this week.

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ANZIIF 2010 Industry Awards Finanlists

The 2010 finalists in the Australia and New Zealand Insurance Industry (ANZIIF) Awards have been announced.

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IP Adviser Tool to Engage Clients

A universal online tool is available to advisers that will graphically highlight to their clients the likelihood they will become disabled during their working lives.

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AFA National Roadshow 2010

The theme of the AFA’s National Roadshow 2010 is: ‘The Age of Speed - how to operate in the new environment‘.

Roadshow presentations will cover key contemporary issues, including:

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Protecting for Different Stages of Life

A presentation at last week’s MDRT 2010 Annual Meeting highlighted how essential it is, more than ever, for advisers to maintain regular contact with their clients, or risk losing them to competitors.

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Strategies to Grow Your Business

Innovation and specialisation are the keys to increasing sales and growing the value of your business, according to high-achieving Adelaide adviser, Peter Moyle.

Speaking at this years’ MDRT Annual Meeting in Vancouver, Mr Moyle shared with his audience how specialising in one specific field had allowed him to significantly grow his business.

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MDRT 2010 Annual Meeting

The Million Dollar Round Table organisation (MDRT) is holding its 2010 Annual Meeting this week in Vancouver, Canada.

More than 6,000 people are attending this event, which offers financial advisers a vast array of tools, tips, information and inspiration to take back with them to enhance the quality of both their business and personal lives.

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How to Package the Critical Illness Sale

Advisers can overcome a range of barriers to put in place more critical illness insurance for their clients, according to specialist Canadian adviser, David Brown.

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2010 AFA Adviser Awards

Nominations are open for the 2010 Adviser Awards presented by the Association of Financial Advisers (AFA): 

  • AFA Adviser of the Year
  • AFA Rising Star Award
  • AFA Student of the Year

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Free Financial Advice - FPA Financial Planning Week

The FPA has brought back its very successful ‘Ask an Expert’ free advice service as part of its 2010 Financial Planning Week, being held from 24 to 30 May.

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