Saturday, October 24, 2020

Tag: Referrals

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 – Mentoring

0
A shared interest in social media and technology led James Sutherland and Meike Suggars to embark on a mentoring relationship. Three years on, having...

Case Study – Building a New Risk Advice Practice

0
In this practice development case study, new risk specialist adviser, Tatiana Coulter, shares how she started her practice from scratch. She talks about the...

Case Study – Powerful Client Letter

0
This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...

Case Study – An Unidentified Claim

0
In this claims case study, a couple, both medical practitioners, who were referred to the adviser for a review of their insurances discovered they...

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 – My First Claim (Susan Jackson)

0
In this claims case study, adviser Susan Jackson talks about her first claim experience, in which the client unfortunately had no cover.  She also...

Case Study – Building Successful Referral Partnerships: The One-on-One Relationship

2
This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'One-on-One Relationship' model. This approach involves building...

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...

Case Study – Building a Successful Risk Business

0
Adelaide adviser, Peter Moyle, has established a highly successful advice business that has drawn on experience he has gained during 30 years in the...