All Articles tagged with 'top tips'

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Hot business tip number 14: Get better at handling objections

From Zurich Financial Services Australia

An objection is simply a client telling you they are uncertain and looking for more information to validate their decision. The key to dealing with objections is to listen carefully

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17 Feb 2015

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

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

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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 [...]