Category | Soft Skills

TAL Offers Cancer Awareness Course

TAL has launched a new online education course designed to help advisers understand cancer conditions and the medical terminology involved in underwriting and assessing definitions at time of claim. (more…)

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0 · September 14, 2017 in Company News, Soft Skills, Training  

Sir Bob Geldof to Address AFA National Advisers Conference

The AFA has announced that British musician and a humanitarian Sir Bob Geldof KBE will address delegates at this years AFA National Adviser Conference on the Gold Coast. (more…)

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5 · August 28, 2017 in Associations, Conferences and Events, Soft Skills  

AFA to Offer Counselling Services to Members

The AFA will roll out a counselling service for all members in recognition of the need they may have to seek professional help during times of stress. (more…)

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2 · August 22, 2017 in Associations, Services, Soft Skills  

Coaching is Future of Financial Advice

Financial advisers should consider broadening their services to become a financial lifestyle coach while also adopting new technology to meet regulatory requirements, a new whitepaper has claimed. (more…)

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0 · August 22, 2017 in Compliance & Regulation, Practice Management, Practice Marketing, Soft Skills, Technology  

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  

ANZ Wealth Videos Aim to Simplify Insurance for Clients

ANZ Wealth has released a series of educational videos for use by customers of advisers that are designed to help them better understand their insurance cover. (more…)

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4 · June 27, 2017 in Products, Soft Skills, Superannuation, Training  

Present ‘Get-Well’ Cheques, Not Stats and Data

Selling critical illness (trauma) insurance is not about statistics nor policies and premiums but about providing for clients when they need help, according to an adviser who made claims against his own critical illness policy.

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· June 27, 2017 in Associations, Conferences and Events, Soft Skills  

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