Hot business tip no. 3: Place a higher value on your time

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Placing a higher value on your time can be a game changer for many advisers, and often is the catalyst for significant changes in value proposition, business model, remuneration structure, resourcing and technology usage.

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Zurich boosts Life Risk Underwriting team to meet rapidly changing needs of advisers and customers

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Zurich Financial Services Australia Limited (Zurich) announced today the appointment of two Senior Life Risk Underwriters – the latest in a string of appointments for the Life & Investments business

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Hot business tip no. 2: Survey your clients

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It may seem self evident that you care about what your clients think, and yet – according to Rod Bertino from Business Health – only 15% of practices formally seek feedback from their

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Zurich launches iPad communications mix simulator

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Zurich yesterday announced the launch of a communications mix simulator, designed to enable financial advisers to assess the effectiveness of their client communication strategy. Designed in partnership with the Beddoes

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Hot business tip no. 1: Look after yourself and your staff

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Looking after yourself and your team draws on several important considerations for financial advisers. There is the importance of your HR approach; there are matters around staff motivation and of course there are

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Andy Marshall appointed to strategic sales role

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Zurich Financial Services Australia Limited (Zurich) announced today that Mr Andy Marshall has been appointed to the national role of Head of Sales Strategies and Research, Life Risk. In this

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7 blue chip networking tips

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The very word networking can evoke a variety of emotions in people. For some, images of thrusting extroverts handing out business cards at breakneck speed will spring to mind. Others

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Tips to turn your Fee Disclosure Statement into a must have marketing tool

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Research recently released by Wealth Insights showed that Fee Disclosure Statements are causing advisers more angst than any other aspect of FOFA. Around half of advisers surveyed for the 2013

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Marc Fabris appointed Global Head of New Distribution

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Zurich Financial Services Australia Limited has announced the appointment of Marc Fabris, currently Manager of Sales Strategies and Research for Zurich’s Australian Life and Investments business, to the new role

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Video: The pros and cons of holding life insurance inside and outside superannuation

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Welcome to our latest video in which we provide you with a step-by-step guide on the key issues impacting on where to hold life and TPD insurances – inside or

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