Sunday, September 27, 2020

Practice marketing

Untapped SME Market Ripe For Growth

The SME market should be on the radar of financial advisers as 20% of small business owners who buy life insurance direct would likely...

Easy Ways To Build Relationships With Clients

If your goal is to foster client relationships and enhance the life-time value of your clients, Canadian Michael Morrow, a recognised expert in fostering...

Digital Marketing Offer

Financial advice companies wanting help with digital marketing may be able to draw on the services of Auckland firm Moberate Technologies. The company is one...

Emotional Intelligence Needed to Build Trust With Clients

While financial advisers understand the value of clients trusting their judgement, a US-based survey reveals a generational gap that could mean there is no...

Helping Clients Keep Healthy is a Win-Win

Initiatives launched by two New Zealand insurers are examples of how the industry is evolving. The sell-and-forget business model is being replaced with relationship-building...
Keith Abraham

Why Advisers Need to be Famous

Financial advisers need to decide what separates them from their colleagues if they want to standout in the market, says motivational speaker and business...

Meet the Leaders Webinars – Updated

Financial Advice NZ continues its series of webinars with one featuring a panel of life insurance advisers on Wednesday 15 April at 10am. The organisation's...

Free Webinars for Financial Advisers

Advisers are invited to a range of webinars organised by Financial Advice New Zealand featuring leading business experts. The first one is being held Tuesday...

Get Smart About Client Meetings

Advisers need to collectively stand up and help guide, educate, and lead their clients through the coronavirus pandemic, says Richard Klipin, CEO of the...