Energy Super’s Robyn Petrou awarded Fund Executive of the Year

From

Energy Super’s Robyn Petrou has been named the winner of the 12th Annual Fund Executive of the Year Award by the Fund Executive Association Limited (FEAL), in partnership with AMP... Read more continue reading

5 Ways to Create, Strengthen and Retain Client Relationships (Part 2)

From

In the second instalment of this mini-series brought to you by Zurich on 5 key components to establishing, building and retaining client relationships we explore ways to manage the ‘first contact’ with... Read more continue reading

Marrying up the old with the new: an integrated marketing approach for advisers

From

Despite the buzz about new marketing tactics such as SEO, e-marketing or social media, traditional marketing methods are still valuable tools in the marketing arsenal. Following It’s a brave e-world:... Read more continue reading

A dirty little secret…

From

Okay, I’ll share my dirty little secret about business plans. After running our first webinar yesterday where I helped a group of advice business owners to write their business plan,... Read more continue reading

5 Ways to Create, Strengthen and Retain Client Relationships (Part 1)

From

Welcome to this 3 part series CPD mini-series brought to by Zurich. This mini-series is centred on 5 key components to establishing, building and retaining client relationships. In part 1 we examine how you... Read more continue reading

6 ways to add real value for your clients at claim time

From

The continued focus on the FOFA reforms has spawned a number of corollary discussions, with one of the most important being around the concept of adviser value proposition. Tony Orr,... Read more continue reading

Help your clients gear up in 2013/14

From

Are your clients looking to kick start the 2013/14 financial year? In the lead up to the new tax season, we’ve pulled together a tax strategy checklist that will help... Read more continue reading

Professional ethics #2

From

Welcome to Part 2 of our mini-series on professional ethics in practice in which we’re exploring ethical dilemmas for financial advisers based on real life situations. In Part 2, Ray... Read more continue reading

Elixir Consulting to offer adviser-focused business webinars

From

Elixir Consulting are offering two webinars to assist advice businesses in better understanding how to structure business plans and share some ideas that will set advisers up to achieve great... Read more continue reading

Welcome to a new risk universe

From

Rapid moves in technology and climate change pose a whole new set of challenges An evolving understanding of a significantly changed operating landscape is leading to changes both in the... Read more continue reading