September 14, 2017
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…)
Category | Soft Skills
Sir Bob Geldof to Address AFA National Advisers Conference
August 28, 2017
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…)
AFA to Offer Counselling Services to Members
August 22, 2017
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…)
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
0 · August 22, 2017 in Compliance & Regulation, Practice Management, Practice Marketing, Soft Skills, Technology
ANZ Offers Adviser Training Via Webinar Series
July 20, 2017
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…)
ANZ Wealth Videos Aim to Simplify Insurance for Clients
June 27, 2017
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…)
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.
Change Phone Techniques to Reach More Clients
June 21, 2017
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…
