Category | Soft Skills


Advice Clients Unconcerned About Royal Commission Findings

Consumers are unlikely to stop seeking advice in the wake of findings from the Financial Services Royal Commission if they already have a trusted relationship with an adviser, according to new research released by MetLife Australia. (more…)

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3 · October 19, 2018 in General, Services, Soft Skills  

Adviser Study Quantifies Value of Client Centric Practices

Financial advisers who engaged in ‘know your client’ behaviours and practices had greater rates in the growth of clients and referrals to new clients, according to a three-nation survey of advisers. (more…)

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0 · September 28, 2018 in Associations, Practice Management, Practice Marketing, Products, Services, Soft Skills  

Mentoring Roles Offer New Career for Older Advisers

The expertise of older advisers will continue to be in demand by new entrants to the advice sector who will be required to work under a mentor during their first year in practice, according to an education provider. (more…)

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3 · August 21, 2018 in Services, Soft Skills, Training  

Asteron Launches Adviser Education Program

Asteron Life has launched a new adviser education offering that will help advisers gauge the extent of further study they may be required to undertake. (more…)

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4 · April 10, 2018 in Services, Soft Skills, Training  

News in Brief

AMP Examines Options After Insurance Bounces Back AFA Revamps Connect Tour AIA Australia Sponsors Pain Education Program (more…)

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0 · February 13, 2018 in Associations, Company News, Conferences and Events, Soft Skills  

TAL Risk Academy Enhancements

TAL has released details of its 2018 Risk Academy schedule, which includes new courses and a new learning portal. (more…)

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0 · January 30, 2018 in Company News, Practice Management, Products, Services, Soft Skills, Training  

AMP Awards Leading Advisers

AMP has recognised close to 20 leading advisers and practices at its recent annual Advice Summit including those who contributed to their community, were tackling financial literacy and seeking to promote financial advice among women. (more…)

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0 · January 23, 2018 in Conferences and Events, Dealer Groups, Soft Skills  

AIA Launches Cancer Wellness Program

AIA Australia has launched a return to wellness program for cancer patients under a new partnership with a global reinsurer and Australian occupational rehabilitation services provider. (more…)

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0 · January 12, 2018 in Claims, Company News, Services, Soft Skills  

AMP Launches Digital Goals Modelling Engine

AMP has launched a goals modelling engine it will be providing to its advisers to show clients how their choices may impact the ability to achieve their goals over time. (more…)

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0 · December 7, 2017 in Services, Soft Skills, Technology  

AFA Launches Consumer Magazine

The AFA has launched a consumer focused magazine off the back of its Your Best Interests (YBI) video series and website. (more…)

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1 · November 28, 2017 in Associations, Soft Skills