Wednesday, February 26, 2020

Tag: Client Relationships

Case Study – The Value of Pre-assessments

4
This case study focuses on the underwriting process, and the value of utilising pre-assessments. It is designed to help advisers improve their process, their...

Case Study – Advising Gen X and Y

0
This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and...

Case Study – Social Advice

0
Igor and Sacha Loutkovsky have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in...

Case Study – Social Media in an Advice Business

0
Two-time AFA Adviser of the Year finalist, Nick Sinclair, has successfully integrated a range of social media channels into his business marketing strategy. Nick...

Case Study – Building Referral Partnerships: The Ownership Model

0
This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'Ownership' model. This approach involves buying an...

Insurance How To – Positioning Client Reviews

0
This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also...