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Everything from Zurich Financial Services Australia

Hot business tip no. 10: Develop a client retention strategy

From Zurich Financial Services Australia

Acquiring a new client can be between 5 and 10 times more costly than retaining an existing one, meaning a retention strategy should be an essential part of your business

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30 May 2014

Hot business tip number 9: Set up a Board of Advice

From Zurich Financial Services Australia

Typically, more than 80% of shortlisted practices in the Adviser of the Year Award use a Board of Advice (BoA). But whilst the objectives of establishing a BoA are generally

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29 Apr 2014

Hot business tip number 8: Create a differentiated service offering (segment your client base)

From Zurich Financial Services Australia

The pareto principle – aka the 80/20 rule – is a universal truth; the majority of your profit is derived from a subset of your total client base. Despite this

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23 Apr 2014

Video: Hot business tip number 7 – Change your approach to review meetings

From Zurich Financial Services Australia

There is an intrinsic link – confirmed by research – between the quality of the review process (as rated by clients) and the satisfaction and retention rates amongst those same

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15 Apr 2014

SMEs caught unaware on business expenses protection

From Zurich Financial Services Australia

Crowe Horwath and Zurich Financial Services Australia partner to address SME underinsurance A new strategic partnership announced yesterday between leading national accounting and financial services firm, Crowe Horwath, and Zurich

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09 Apr 2014

Hot business tip number 6: Tailor your communication strategy by client generation

From Zurich Financial Services Australia

The Zurich sponsored ‘Connecting with Clients’ whitepaper identifies the communication preferences of different client generations (Gen Y, Gen X, and Baby Boomers), and quantifies the impact of tailoring the mix to

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31 Mar 2014

Hot business tip number 5: Adopt an estate planning methodology across your business

From Zurich Financial Services Australia

With an ageing population and increasing divorce rates, the demand for estate planning solutions will continue to grow rapidly in both the short and long-term. For many advisers, the term ‘estate planning

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28 Mar 2014

Zurich appoints Ms Khanh-vy Ho (“KV”) as Regional Sales Manager Life Risk, Victoria

From Zurich Financial Services Australia

Zurich Financial Services Australia Limited (Zurich) announced yesterday the appointment of Ms Khanh-vy (“KV”) Ho to the role of Regional Sales Manager Life Risk, Victoria. In this role Ms Ho will

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13 Mar 2014

Zurich says education and advice key to Australians avoiding life ‘mis-insurance’ gap

From Zurich Financial Services Australia

New research explores degree of Australia’s mis-informed, mis-insured Zurich yesterday released new research showing many Australians have misperceptions about their life insurance, exposing them to a “mis-insurance” gap, the consequences

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05 Mar 2014

Hot business tip no. 4: Review your client onboarding process

From Zurich Financial Services Australia

They say first impressions count, and there is no doubt that the first 90 days of new client relationship are the most crucial; it is during this period that the ‘die is

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13 Feb 2014

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]