Zurich Risk Adviser Sentiment Index shows adviser optimism

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The latest measurement of the Zurich Risk Adviser Sentiment Index has shown an overall uptick in sentiment amongst financial advisers active in the Australian life risk market.  The third round... Read more continue reading

Mastering the recruitment challenge #2

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In Part One (published 10 December 2012) I discussed some of the issues you should consider when planning a recruitment campaign. The first two steps covered conducting an analysis/ review... Read more continue reading

Asset based fees – can you charge them?

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Advisers may need to rethink how they charge for advice under the Conflicts Priority Rule in Regulatory Guide 175 (RG175) as asset-based fees have the potential to create just as... Read more continue reading

3 steps for mastering the recruitment challenge – part 1

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2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of... Read more continue reading

Creating a win-win is the key to successful networking

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The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills –... Read more continue reading

The importance of a business succession plan

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Business Risk Institute Australia (BRIA) calculates that over 580,000 Australians may have their financial security put at risk, every year, if business owners are not adequately advised on how to structure... Read more continue reading

5 steps to playing it safe

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How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the... Read more continue reading

Dropping the ‘F Bomb’

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Settle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of... Read more continue reading

It’s not about you…it’s about the value

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Financial advisers often struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have... Read more continue reading

The importance of managing client expectations

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In his latest article for AdviserVoice, Ray Griffin discusses how certain words can create unrealistic expectations for clients that can only end in disappointment. Ray steps you through the danger... Read more continue reading