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Last Article Uploaded: Friday, January 22nd, 6:07PM


Latest Headlines

'Bullying' banking conduct

Advocating for your client is a fundamental aspect of being an adviser – even if that means making yourself "a pain in the arse", writes Jon-Paul Hale.

Friday, December 4th, 3:25PM

This is about us, advisers and brokers, and a disturbing theme that I have had in the communications from advisers out there.

As a life adviser, I have no problem, or trouble, advocating for my clients. As Susan Edmunds put it in ASSET, I’m "a pain in the arse, and proud of it!"

Insurers expect that advisers will advocate for clients, and they tolerate the noise we...MORE»

Privacy and process why it is crucial to your business

Saturday, November 28th, 5:55PM

Jon-Paul Hale describes a problem he has with one bank and offers some learnings from the experience.


Does liability for advice stop when clients are sold?

Friday, November 13th, 3:21PM

Jon-Paul Hale questions whether an adviser, under the new regime, will still be responsible for the advice given after selling a book of clients to another adviser/FAP.



Previous News

Covid-19 changes discussions with clients

Sunday, October 25th, 10:00AM

Jon-Paul Hale says as we learn more about Covid-19 advisers need to be asking more questions from their clients.


Hunters v gathers in the new world

Wednesday, October 7th, 1:42PM

Jon-Paul Hale provides his thoughts on how hunters, gatherers and game-keepers will survive in the new financial advice environment.


Should you stay, or should you go?

Tuesday, September 8th, 6:00AM

There still seems to be a delay in some advisers getting their transitional licence – insurance adviser Jon-Paul Hale with a follow-up to his article Tied Agency 2.0.


Level five isn't the big issue for advisers; It's something else

Wednesday, September 2nd, 6:00AM

Insurance adviser Jon-Paul Hale says advisers are getting hung up on level five qualifications, when the real issues they should be focusing on are much bigger.


Tied Agency 2.0 – spelt out

Wednesday, August 5th, 12:01PM

Jon-Paul Hale on why you need to get your transitional licence sorted asap. 



Insurance Briefs

Fidelity Life’s transformation continues with top culture award
Fidelity Life's tech team pick up a gong at IT awards.

Fidelity Life dials up new tech
Fidelity Life says its new telephony solution deliver immediate benefits to customers and advisers.

AIA pimps up its Quick Quote calculator
AIA has enhanced its Quick Quote tool, which it says provides an opportunity to attract new, more qualified customers.

Southern Cross to bring mental health programme to kiwi kids
The programme aimed at helping kiwi kids navigate life’s ups and downs will soon be available free of charge to any primary or intermediate school in New Zealand.

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