In its last adviser newsletter for 2011, Business Health shared its favourite ‘must-dos’ for advice businesses preparing for the New Year. We have reproduced some of the best tips below, with thanks to the Business Health team…
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Online Animation to Tackle ‘She’ll Be Right’ Attitude
January 17, 2012 – 8:58 pm
MLC has launched an animated online tool to help illustrate to consumers the need for insurance at different life stages.
FoFA Will Have Positive Impact on Risk Market
January 17, 2012 – 8:55 pm
The Future of Financial Advice (FoFA) reforms will have a positive impact on individual risk products, according to predictions from a leading market research firm.
MDRT Risk-Focused Adviser Roadshows
January 17, 2012 – 8:40 pm
The Australian Million Dollar Round Table (MDRT) organisation is running a series of risk-focused adviser roadshows around the country in February.
Featuring presentations by highly successful Australian and international advisers, the focus of the roadshow presentations will be on how advisers can unlock their minds to achieve personal and business growth by investing in themselves.
Cost of Opt-in Still Looms Large for Advisers
January 17, 2012 – 7:48 pm
iRisk Advisor Upgrade
January 17, 2012 – 5:26 pm
An updated version of the iRisk Advisor software package has been released into the market. Designed as an Apple iPad-based communication and sales aid for advisers, Version 2 of this service offers a number of enhancements, including:
Message to Advisers - Create Mobile Websites
January 10, 2012 – 1:24 pm
Advisers who do not have a mobile-accessible website will be missing out on 50% of all web browsers, according to a US financial planning marketing expert.
EU for Former Commonwealth Financial Planner
January 10, 2012 – 11:34 am
The Australian Securities and Investments Commission (ASIC) has accepted an Enforceable Undertaking (EU) from an adviser who failed to meet various client obligations, including the disclosure of fees.
New Record for Lump Sum Insurance Sales
January 10, 2012 – 10:00 am
Individual lump sum insurance sales have exceeded $1 billion for the first time, according to the latest market analysis from DEXX&R.
Ipac Wins CoreData Advisory Group of the Year
January 10, 2012 – 9:45 am
CoreData has announced Ipac Securities as its Advisory Group of the Year for 2011, based on its ability to acquire prospective clients.
