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

From

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 ‘ conjures up thoughts of complex, highly technical advice solutions such as wills and testamentary trusts. Whilst some aspects of a comprehensive estate planning process can indeed be […]

continue reading

Zurich launches iPad communications mix simulator

From

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 Institute, the net reach simulator is an interactive iPad app which calculates the effectiveness of a communications mix based on the generational profile of an […]

continue reading

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

From

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 Market Trends Report believe they will lose between 1 and 10% of their clients due to the need to provide an FDS to their clients. […]

continue reading

AFA Announces Adviser of the Year Finalists

From

The Association of Financial Advisers (AFA) has named the finalists in the prestigious 2013 AFA Adviser of the Year Award (the Award), proudly supported by Zurich. The Award, now in its 11th year, recognises leadership, advocacy and innovation in the financial services industry and is proving there is no shortage of professional financial advisers striving […]

continue reading