Aussie Risk Advice Practices Rise in Value
Buying and selling agency Radar Results says the value of risk advice practices rose last year in Australia.
The firm's CEO John Birt says that...
Why Advisers Need to Double-Down on Client Relationships
The best way to future proof your brand and business is to double-down on your client relationships, to lock in customer loyalty, and transition...
Trust and Service are the Keys to Growth
Consumer trust in large financial institutions is slipping away, says CoreData Group’s founder and CEO Andrew Inwood.
Speaking at the 2023 MDRT Annual Meeting in Nashville,...
The Value of Statutory Liability Cover for Advisers
GUEST COLUMNIST – CLINTON STANGER
Liability cover for financial advisers often focuses on professional indemnity. However, FAPs can be exposed not only to new legislation,...
Swiss Re Report Highlights Underinsurance
GUEST COLUMNIST – KATRINA SHANKS
New research from Swiss Re points to mounting economic pressures contributing to a reduction in the levels of insurance. Katrina...
Doing Just Enough May be Good Enough
Our report on a presentation at the 2023 MDRT Annual Meeting that great advisers should do just enough for their clients – and no...
Empower Clients Through Plain Language
GUEST COLUMNIST – KATRINA SHANKS
Having the ‘curse of knowledge’ means advisers need to translate technical terms into plain language when it comes to advising...
Where Should Your Professional Development Focus be?
GUEST COLUMNIST – TONY VIDLER
While it's essential to stay sharp with technical professional knowledge, Tony Vidler says there is an over-arching need for advisers...
Outsourcing Could Make Advisers Feel More Fulfilled
GUEST COLUMNIST – KATRINA SHANKS
In the busyness of life and work, it’s crucial for advisers to remember why they're doing what they're doing, writes...