Tag: Client Relationships
Case Study – The Value of Pre-assessments
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
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
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
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
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
This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also...