AFA Adviser of the Year and AFA Practice of the Year announced

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The Association of Financial Advisers (AFA) and Zurich have named the winners of Australia’s most prestigious advice accolades, the 2014 AFA Adviser of the Year Award and the new AFA

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Roundtable part 1: Financial literacy featuring the AFA Practice of the Year and Adviser of the Year finalists

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On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards

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AFA Adviser of the Year and Practice of the Year grand finalists announced

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The Association of Financial Advisers (AFA) and Zurich have named the Grand Finalists in the prestigious 2014 AFA Adviser of the Year Award and in its newest award – AFA

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Key findings of the Investment Trends 2014 Planner Risk Report

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In its eighth year, the June 2014 Planner Risk Report is an in-depth study of Australian financial planners’ usage of insurance. The study is based on a survey of 885

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Video: Estate Planning

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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

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AFA and Zurich announce new chapter in Adviser of the Year Award

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The Association of Financial Advisers (AFA) and foundation award partner Zurich yesterday announced a new chapter in the Adviser of the Year Award Program (the Award program), with the best

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Hot business tip no. 11: Run a program where staff drive improvements

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Getting your staff involved in driving continual improvement within your business is a win-win; often they are closer to many aspects of the business operations than you and so are better placed to

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

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

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

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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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