One Year on From Licensing – What’s Next?
On the first anniversary of FAP licences, The Advisor Platform's Ryan Edwards reflects on the past 12 months and looks ahead to the first...
Old Techniques to Generate New Business
Our story that emphasised the importance for advisers to prioritise actions that drive business results, rather than simply keeping busy, sparked strong interest this...
Professional Triage – Targeting the Immediate Need
GUEST COLUMNIST – TONY VIDLER
Advisers need to recognise when triage is required, as opposed to when ongoing nursing is needed, writes business coach Tony...
Call to Retain Existing Level 5 Qualifications
One industry leader's response to news that the Level 5 certificate may be changed, coupled with his suggestion that advisers should concentrate on good...
Insurance Premiums – What to Expect in 2024
The future of life insurance is to be the topic of a Financial Advice NZ webinar on Wednesday 22 November starting at 10am.
Cara Jiao,...
Presenting Professional Collaboration to Clients
GUEST COLUMNIST – TONY VIDLER
When professionals collaborate to collectively meet the needs of a client, then it's important they are seen as working together...
New Government Welcomed by Industry Bodies
Following the weekend's General Election in New Zealand, the FSC has congratulated the incoming National-led government.
The final result will not be known until Friday...
The Value of Financial Advice
GUEST COLUMNIST – KATRINA SHANKS
A new report dispels some of the myths surrounding the value of financial advice and how Millennials are embracing technology...
Understand The Buying Journey of Your Clients
Catching the attention of most advisers this week was a guest columnist's suggestion to adopt a softly-softly approach when presenting clients with unexpected or...