All Articles tagged with 'Zurich'

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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

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

From Zurich Financial Services Australia

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

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28 Mar 2014

Zurich says education and advice key to Australians avoiding life ‘mis-insurance’ gap

From Zurich Financial Services Australia

New research explores degree of Australia’s mis-informed, mis-insured Zurich yesterday released new research showing many Australians have misperceptions about their life insurance, exposing them to a “mis-insurance” gap, the consequences

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05 Mar 2014

Hot business tip no. 4: Review your client onboarding process

From Zurich Financial Services Australia

They say first impressions count, and there is no doubt that the first 90 days of new client relationship are the most crucial; it is during this period that the ‘die is

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13 Feb 2014

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

From Zurich Financial Services Australia

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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07 Feb 2014

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

From Zurich Financial Services Australia

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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06 Feb 2014

Hot business tip no. 2: Survey your clients

From Zurich Financial Services Australia

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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05 Feb 2014

Zurich launches iPad communications mix simulator

From Zurich Financial Services Australia

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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04 Feb 2014

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

From Zurich Financial Services Australia

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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03 Feb 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 [...]