Learn from the leaders.

Zurich has sponsored the AFA Adviser of the Year award for more than a decade, and over that time we have seen some of Australia’s leading advisers involved as nominees and finalists.

The award process gives us an unprecedented view of how the profession is evolving and allows us to shine a light on industry best practice in all its forms.

Although we see a wide variety of business models and adviser personalities, without exception these advisers have a common trait – and that is their willingness to share the secrets of their success with their peers.

Zurich provides many outlets for these ‘insights from the top’ to be shared, including a selection of videos, which can be found at adviseroftheyear.com.au, and articles and case studies in our regular ZXpress and Risk Pulse newsletters.

In conjunction with the AFA, Zurich has also commissioned three pieces of research by the Beddoes Institute, involving more than1,000 clients of Adviser of the Year finalists. The research was subsequently published as a series of whitepapers, the first of which – ‘Pathways to Excellence’ – set out to identify the DNA of leading advisers and leading practices, and as such, is essential reading for any adviser looking to get on the track to success in 2015 and beyond.

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This is an extract from a collection of business improvement tips for advisers, launched at Zurich’s Trax2Success national roadshow, featuring the 2013 AFA Adviser of the year Jenny Brown.

Click here to read Hot business tip number 1: Look after yourself and your staff

Click here to read Hot business tip number 2: Survey your clients

Click here to read Hot business tip number 3: Place a higher value on your time

Click here to read Hot business tip number 4: Review your client onboarding process

Click here to read Hot business tip number 5: Adopt an estate planning methodology across your business

Click here to read Hot business tip number 6: Tailor your communication strategy by client generation

Click here to read Hot business tip no number 7: Change your approach to review meetings

Click here to read Hot business tip number 8: Create a differentiated service offering (segment your client base)

Click here to read Hot business tip number 9: Set up a Board of Advice

Click here to read Hot business tip number10: Develop a client retention strategy

Click here to read Hot business tip number 11: Run a program where staff drive improvements

Click here to read Hot business tip number. 12: Build your emotional intelligence

Click here to read Hot business tip number. 13: Go Social

Click here to read Hot business tip number. 14: Get better at handling objections

Click here to read Hot business tip number. 15: Create stronger referral sources

Click here to read Hot business tip number. 16: Set up a Google account

Click here to read Hot business tip number. 18: Make better use of technology in your business

Click here to read Hot business tip number 19: Improve your office environment

Click here to read Hot business tip number 20: Develop a great value proposition

Click here to read Hot business tip number 21: Make more use of video in your business

Click here to read Hot business tip number 22: Optimise your website for mobile

Click here to read Hot business tip number 23: Have a marketing plan

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