Tag: Referrals
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 – Mentoring
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
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
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
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
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)
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
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
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
Adelaide adviser, Peter Moyle, has established a highly successful advice business that has drawn on experience he has gained during 30 years in the...