CPD: Togetherness drives us apart – rethinking estate planning in a COVID 19 world

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COVID 19 has certainly brought families together. Massive job losses, mandatory working from home, and ongoing lockdowns and border closures mean Australians are spending more time together – and at home – than ever before. The composition of those households is also being reshaped across the country, as an estimated 300,000 adult children move back

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11 Nov 2020

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CPD: The $71,000 email and the art and science of client retention

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When 5 becomes 95 Client retention is regarded by many as the cornerstone of a successful, sustainable advice practice. And with good reason(s). The Harvard Business Review[1] tells us the cost of acquiring new customers is at least 5 times more expensive than keep existing ones. Furthermore, research by Bain and Company[2] (founders of the

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04 Nov 2020

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CPD: Selling sprouts – 5 financial advice marketing tips that no one has told you about

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Enter the phrase ‘financial advice marketing tips’ into Google and there’s a high chance you’ll be bombarded with a plethora of ideas on how to design your website, improve your search engine rankings, and run a social media strategy. But whilst there is undoubted value in giving attention to all these areas, making them a

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26 Oct 2020

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CPD: The airline food enigma – The way clients think, and how 9 out of 10 advisers respond

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The world depicted in many economics textbooks is populated by completely informed consumers who value choice and make perfectly rational decisions. Such a world is, of course, mythical. In the real world, decisions are an outcome of a complex interplay between our thinking styles and the way information is ‘framed’ or presented to us. The

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28 Sep 2020

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CPD: What doesn’t kill us makes us poorer – the cost of care in Australia

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Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural pursuits, are often out of proportion to our modest size. Happily, another area where we ‘punch above our weight’ is in life expectancy, where Australia ranks amongst the best in the world. Since the very

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03 Aug 2020

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CPD: Life Insurance 2030 – the products of the future

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Introduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising an imperative to improve the way customers and financial advisers access – and engage with – life insurance, the last decade has seen extensive insurer investment across areas such as process automation, data analytics, and

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21 Jul 2020

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The conversation – talking risk with clients (Part 2)

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In The conversation – talking risk with clients (Part 1), we looked at the reasons your clients need risk insurance and strategies for having what can often be a difficult conversation. In this second part, we examine how you can use storytelling as an effective strategy to introduce this conversation. This series is proudly sponsored

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16 May 2019

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The conversation – talking risk with clients (Part 1)

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Risk advice is an integral part of a financial plan, yet for many clients – and often, their advisers – it’s not a comfortable conversation. After all, who wants to talk about worst case scenarios? In this article, sponsored by Zurich Australia, AdviserVoice explores the importance of risk insurance and having the all-important risk conversation.

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12 Apr 2019

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