Soft Skills Poll
Business coach Tony Vidler writes that your clients may need more time than expected to make a decision when it comes to accepting financial...
Cost of Living Poll Result
It appears the rising cost of living is negatively colouring consumers' decisions when it comes to obtaining insurance cover.
Last week, we reported on the...
Cost of Living Poll
A report from nib says almost half (49%) of the families who took part in a survey it carried out are facing financial stress...
Advice Service Fees Poll Result
Just over one third of those who have so far taken part in our latest poll believe life companies will – at some point...
Latest Poll – Risk Advice Service Fees?
Advisers in Australia, concerned their current remuneration arrangements are falling short of what's needed to run their business, are raising the idea of being...
Room for Improvement When it Comes to Practice Websites
Less than half the websites managed by advice practices are delivering new clients to the company, according to early results of our latest poll.
Last...
Digital Marketing Poll
Richard Calkin, author of The Kiwi Business Hero’s Internet Marketing Handbook, told those watching a recent Financial Advice NZ webinar that successful business websites...
Record Keeping Poll Result
Almost half of those who have so far taken part in our current poll agree they need to focus more on their record keeping.
Our...
Record Keeping Poll
Strategi Group's Executive Director David Greenslade says FAPs need a stronger focus on record keeping, and that client records should be able to be...