Category | Practice Management


ANZ Offers Adviser Training Via Webinar Series

ANZ Wealth has launched a third series of short webinars for financial advisers including a number of sessions focused on life insurance claims and common illnesses. (more…)

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0 · July 20, 2017 in Practice Management, Soft Skills, Training  

Advisers Urged to Begin Education Preparations

Advisers are being urged to consider the level of work required to meet the new professional standards regime and begin preparations to avoid missing the 2021 deadline. (more…)

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0 · June 28, 2017 in Practice Management  

Change Phone Techniques to Reach More Clients

Financial advisers should book times to phone clients and not expect they will take a call despite being in an advice relationship, according to a marketing expert speaking at the 2017 MDRT Annual Meeting…

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· June 21, 2017 in Practice Management, Practice Marketing, Soft Skills  

Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it…

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· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  

Servicing Clients in Groups Boosts Loyalty

Advisers can use group workshops to attract new clients and conduct regular reviews, a UK adviser has told delegates at this year’s MDRT Annual Meeting, claiming clients enjoy the collective experience…

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· June 4, 2017 in Practice Management