7 blue chip networking tips

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The very word networking can evoke a variety of emotions in people. For some, images of thrusting extroverts handing out business cards at breakneck speed will spring to mind. Others

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

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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

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Video: The pros and cons of holding life insurance inside and outside superannuation

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Welcome to our latest video in which we provide you with a step-by-step guide on the key issues impacting on where to hold life and TPD insurances – inside or

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US debt ceiling: is there a long-term solution?

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Thankfully politicians in the US can at least agree on one thing – that America defaulting on its obligations would be a “bad thing”. And so it was recently at

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Talking to the Generations

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Financial advisers must tailor their communication strategies to suit the needs of each individual generation. This is the central finding of Connecting with Clients, a white paper released today by

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AFA Announces Adviser of the Year Finalists

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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

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Planner risk report: key findings

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Key findings of the Investment Trends 2013 Planner Risk Report: Adviser focus on life insurance has fallen back from its peak in 2012, but remains a key area. Insurance business

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Video: Time for a social media springclean

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The new financial year is the perfect time to review your business’s social media presence and Zurich’s quick 15 minute healthcheck video is a great place to start. The video

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How social media can turbo-charge your emotional intelligence – 6 tips

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For those advisers aspiring to greater things, two recent pieces of research may prove to contain the insights you need to drive your business further. Shortly after revealing the extent

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5 Ways to Create, Strengthen and Retain Client Relationships (Part 1)

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Welcome to this 3 part series CPD mini-series brought to by Zurich. This mini-series is centred on 5 key components to establishing, building and retaining client relationships. In part 1 we examine how you

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