Hot business tip number 23: Have a marketing plan

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Dismissed by some as too ‘right brain’ or ‘warm and fuzzy’, a marketing plan which complements and supports your overall business plan is now essential for advisers seeking to profitably grow

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Hot business tip number 22: Optimise your website for mobile

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Did you know that there are more mobile devices in the world than there are people? With the rate of mobile devices growing five times faster than the population, and

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Hot business tip number 21: Make more use of video in your business

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Research by the Forrester Group, found that video content on a particular topic is up to 53 times more likely to be found on page 1 of a Google search

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Hot business tip number 20: Develop a great value proposition

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Consider a few simple questions: Why would a client choose you over another adviser? What is it you do for them that they value and would happily pay for? Why

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Zurich boosts its strategic accounts team, reflecting its commitment to important dealer group relationships

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Zurich Financial Services Australia (Zurich) is pleased to announce two significant appointments to its retail life risk Strategic Accounts team, strengthening the resources and breadth of talent dedicated to managing

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Award winning financial literacy advocate drives success with unique client segmentation approach

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With a trademark ‘can-do’ approach, a leading Australian financial planner and advocate for client centric professional advice has revealed some of her winning business ways, forged by investing greater time

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Hot business tip number 19: Improve your office environment

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A well laid out office can do wonders for team morale, productiveness, and health and wellbeing. Your office is also a powerful non-verbal message to your clients, saying much about

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Hot business tip number 18: Make better use of technology in your business

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In a post FOFA world, efficiency is everything. And Zurich’s own research has told us that – overwhelmingly – advisers see the use of technology, especially mobile technology, as having

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Video: The intergenerational advice challenge and solution – Part 4

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Part 4: The value proposition Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of becoming the “family adviser”,

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Hot business tip number 17: Learn from leading advisers

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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

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