Tag: feature
Adviser Mentality Shift Needed
Advisers are facing a critical junction and need to adapt their mentality from adviser to business owner, Business Health’s Terry Bell has cautioned.
A recent...
Using Events to Build Client Relationships
Events are a great way of building client relationships and generating referrals – as long as you don’t talk about what you do, says...
Rise in Demand for DIY Advice Services Predicted
An increasing consumer demand for online advisory services will be a key driver of change in the next decade, Deloitte has predicted.
In its report,...
New US Initiative to Assist Advisers Educate Clients
A non-profit support organisation for US advisers has released a new service designed to assist them market to and educate their clients about the the nature and value of life insurance.
Existing Advisers Face Looming Education Deadline
Existing advisers could be left with less than three years to complete additional education requirements to meet the proposed new advice standards, the Financial...
Women More Likely to Experience Disability from Illness
Women aged over 45 are nearly twice as likely to be disabled from sickness as men, new research has shown.
Produced by the Financial Services...
Associations Continue Risk Commission Battle
Both the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) have reiterated their position on retaining commissions for life insurance advice,...
Campaign Seeks to Deliver Positive Advice Message
A passionate team of advisers is seeking support for a new campaign to help restore confidence in financial advice.
The Positivity for Planners campaign has...
The Lost Art of Prospecting
Client prospecting is one of the most neglected activities of most financial advisers, says risk specialist mentor, Russell Collins, who offers answers to advisers...
Asteron Prepares Advisers for Remuneration Change
The life insurance industry is on the precipice of one of the biggest changes it has ever seen, and advisers will need to alter...