Category: Services

‘Pricing Advice’ Book Launch

Elixir Consulting has launched its new book, Pricing Advice, designed to assist advice practices transition to a fee for service remuneration model.

The book is one of three elements that comprise Elixir’s Pricing Advice proposition, but has been designed to also work as a stand-alone resource to aid advisers on their journey to fee for service.

Read More »

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.

Read More »

Many Advice Practices Failing to Plan

Only just over half of all advice practices in Australia maintain a properly documented business plan and even less actually implement those plans, according to practice management group, Business Health.

Read More »

ING to Upskill BDMs in New Service to Advisers

ING Australia (ING) has announced it is implementing a new training and development program for its Business Development Managers in a new approach to providing services to advice practices.

Read More »

New Adviser Remuneration Strategy - ‘Fee for Process’

Advisers should ensure they are never at the mercy of the Government as to how they are paid for the advice they provide, according to leading Queensland adviser, Mark Westcott.

Read More »

Advisers Failing to Benefit From Centres of Influence

51% of all advisers are expecting to receive no referrals from centres of influence in the next twelve months, according to solutions provider, Business Health.

This information has been drawn from Business Health’s Sales and Marketing Revenue Plan (SMP) service for advice practices, which also revealed a further 22% of advisers expect to receive referrals from only one centre of influence in the coming year.

Read More »

BDM of the Future - New Approach

The role of the Business Development Manager needs to change with the times if it is to maintain its relevance, according to a key industry educator.

Read More »

Aviva Launches new ‘Life’ Campaign for Advisers

Aviva has launched a new marketing support campaign designed to assist advisers address the specific needs of clients at different life stages.

Read More »

Matchmaking Service to Link Financial Services Professionals

Financial Writers Australia (FWA) has recently launched a new business matchmaking service designed to connect financial services professionals.

Read More »

Fee for Service Business Tool for Advisers

Elixir Consulting (Elixir) is launching a new business tool designed to help advisers create a fee for service advice model that suits their business.

Read More »