Saturday, June 6, 2020

Tag: Sales

Case Study – The Value of Pre-assessments

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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

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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)

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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

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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...