Practical, peer-based learning favoured by self-licensed advisers

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According to a survey of self-licensed businesses in the IOOF Alliances network, advisers are looking for practical tools and expertise to gain efficiencies in advice delivery, compliance and client engagement. “Easy to implement client engagement tools are seen as a much-needed resource to engage the modern client” said Andy Marshall, National Manager IOOF Alliances. To […]

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Mentor announces exclusive alliance with Suitebox to deliver industry excellence for consumers & advisers

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Mentor Education founder and MD Dr Mark Sinclair has announced an exclusive technology alliance and partnership with Suitebox. Mentor Education is leading the way in the financial services sector with a best of breed approach for the delivery and assessment of education and training programs. Financial Planners must become more tech savvy. The new generation […]

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What does the future of advice look like? The onset of virtual advice

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The new digital era charging through our industry brings with it a collision of sales, marketing, social interaction, technology and human behaviour that is truly fascinating.  This collision can also be dangerous for businesses that are unprepared, particularly service businesses. It’s no secret that we are changing the way we use technology and why we […]

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SuiteBox expands APAC team

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SuiteBox, the mobile office solution for professionals, has appointed Andy Marshall to lead its APAC sales efforts. Ian Dunbar, SuiteBox CEO, said: “I’m delighted to have Andy joining the SuiteBox team and heading up our sales efforts in Asia Pacific. Andy’s experience and insights into what advice customers really want, and how advisers can deliver […]

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New risk specialist team strengthens Zurich’s content capabilities

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Zurich Financial Services Australia Limited (Zurich) has announced the establishment of a new risk specialist team, in anticipation of Macquarie’s life risk business (Macquarie Life) joining Zurich later this year. As part of Zurich’s Blueprints program to support best practice in the advice profession, the national team will be responsible for the creation and presentation […]

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Flipchart upgrade: new diagnostic tool to drive advice advocacy and insurance literacy

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Zurich Financial Services Australia (Zurich) yesterday announced a significant upgrade to its popular Adviser Flipchart app. Australia’s first customisable, white-labelled, client-facing life insurance app will now offer its 1,300 active users new screens providing a more engaging and interactive client experience. Andy Marshall, Head of Sales Strategies for Zurich’s Life and Investments business – and architect […]

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Three tips to retain your clients

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Acquiring a new client is said to be five-to-ten times more costly than retaining an existing one. Often though, in an attempt to build a successful business, the focus ends up on getting new clients in the door rather than ensuring existing clients stay. Over time this can have a big impact on your business, […]

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How to build an award-winning business: Four lessons from the AFA Adviser of the Year

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Now in its thirteenth year, the AFA Adviser of the Year (and more recently, the Practice of the Year) award is about recognising the best of the best. The award shines a light on those advisers and businesses that are leading the industry through their support for new and innovative ideas, their drive for customer-centricity […]

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Zurich wins back to back awards for outstanding value life insurance

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In a repeat of last year’s results, Zurich Financial Services Australia Limited (Zurich) has been honoured by Canstar for providing outstanding value in life insurance. In its annual review of the retail life insurance market, Canstar once again declared Zurich the joint winner of its ultimate accolade – the five star award for outstanding value […]

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Tackling misinsurance – the must have conversation

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Zurich’s recently released white paper ‘Misinformed, Misinsured?’ has certainly created a stir in the industry by shedding light on the lack of knowledge and understanding Australians have when it comes to their life insurance. The research also reinforces the critical role of quality advice and education to drive awareness and engagement of Australians, thus addressing this ‘misinsurance’ challenge […]

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