Friday, March 29, 2024

Practice marketing

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...
MDRT annual meeting in Nashville, June 2023.

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 global MDRT 2023 conference in...

The Importance of Client Reviews

Our report on the frequency at which advisers should review their client's needs, goals, and risks is not just the basis of this week's...

AIA Launches Multi-Discount Offer and a Prize Draw

AIA NZ is offering a combined annual discount of up to 27% on a range of products, and giving qualifying clients a chance to...

Advisers Invited to Share Life Lessons on Video

Partners Life has launched ‘Life Lessons’, a social media campaign that asks all Kiwis  ‘what I wish I knew' – and advisers are being encouraged...
FSC Future ready advice summit Auckland 2023.

Future Ready Advice Summit

The Financial Services Council’s Future Ready 2023 advice summits attracted more than 550 advisers across three events held in Christchurch, Wellington and Auckland. The Auckland...

Cigna Extends Free Offer

Cigna is again extending its two months of free premiums offer, meaning the promotion will now run until the end of March. This latest extension...

Cigna NZ’s Brand Will Disappear in March

Catching the attention of Riskinfo readers this week was our report on Cigna’s continuing journey as it prepares to trade under a different name...

50 Kiwis Win Free Cover from AIA

Free life and health insurance cover worth up to $1,500 has been won by 50 New Zealanders, thanks to an AIA NZ prize draw. Sharron...