How do you get started with moving forward
Ok, so if you have been following we’ve talked independence, industry and dealer groups.
If you don’t have a dealer group, hopefully, you’ve had a look around at who’s who.
How do you make this work?
Take a piece of paper and make a plan.
It doesn’t have to be complicated; you won’t do it if it is!
On that paper, in landscape, draw three columns; competency, systems, and qualifications. Everyone will be different, so paint...MORE»
The Dealer GroupMonday, October 8th, 7:00AM
Picking up from my previous article where we need to look to set the bar somewhere around where an AFA is practising, so how do you do this and run a business? MORE» |
The week that wasMonday, October 1st, 10:21AM
It was an interesting last week in the news, and there are few things that touch on what we do as insurance advisors. MORE» |
Are you getting the support you need?
I ask this question as there is a pertinent perspective from this with what we will need to be dealing with in the next couple of years. Unless you have been living under a rock, you’ll know regulation changes are coming; this isn’t about what that’s about.
MORE»The lost advisers
No, they're not hiding, but they have been left out of much of the general discussion on the regulation changes coming.
MORE»Who is being served?
No, not are you being served, who is being served?
MORE»Article research and adviser perceptions
Life insurance research should be used to support recommendations, not to drive advice.
MORE»Six-step process
Now that you've seen a bit of what I'm thinking, you're getting the idea I'm looking to challenge the status quo somewhat.
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