Tag: Sales
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 – 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 – My Own Claims Experience (Ben Day)
In this claims case study, an ex-adviser shares his experience of having to make his own insurance claim, and the impact this had on...
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...