CPD: Protection in times of disruption – reframing the context for life insurance advice

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Introduction In Australia – and around the world – life insurance is a vital part of the ecosystem that helps protect the financial, emotional and physical wellbeing of individuals. That ‘protection’ ecosystem includes privately provided life and health insurance, superannuation, and social protection mechanisms (such as Medicare, Centrelink, the NDIS and workers compensation) and the

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14 Apr 2020

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Roundtable part 3: Innovation

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On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards partner Zurich for a round table discussion to share ideas and canvass industry issues. Here in the final part of a three part series, we

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01 Dec 2014

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Roundtable part 2: Reputation of advisers

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On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards partner Zurich for a round table discussion to share ideas and canvass industry issues. Here in the second of a three part series, we look

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03 Nov 2014

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Roundtable part 1: Financial literacy featuring the AFA Practice of the Year and Adviser of the Year finalists

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On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards partner Zurich for a round table discussion to share ideas and canvass industry issues. Here in the first of a three part series, we look

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07 Oct 2014

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5 ways to improve client engagement and intimacy

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In our third and final instalment in this CPD series, we will guide you through how to produce your own to-camera videos and where to post them so potential clients can find them. We’ll also take a look at social media and how it might help you and we’ll finish off with ways to ensure

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02 Sep 2013

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

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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 clients and how to use the world’s second largest search engine to enhance the first experience a client can have with you and your business.

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31 Jul 2013

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

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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 can make the process of establishing client relationships more consistent while also backtracking to the point of making sure a client’s first impression of you

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08 Jul 2013

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