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How do you get started with moving forward

Ok, so if you have been following we’ve talked independence, industry and dealer groups.

Monday, October 22nd, 8:00AM

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 Group

Monday, 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?


The week that was

Monday, 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.



Previous News

Are you getting the support you need?

Tuesday, September 25th, 9:01AM

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.


The lost advisers

Monday, September 10th, 8:00AM

No, they're not hiding, but they have been left out of much of the general discussion on the regulation changes coming.


Who is being served?

Monday, August 27th, 8:30AM

No, not are you being served, who is being served?


Article research and adviser perceptions

Monday, August 13th, 6:00AM

Life insurance research should be used to support recommendations, not to drive advice.


Six-step process

Monday, July 30th, 8:00AM

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.



Insurance Briefs

Reserve Bank may expand dashboard to insurance
The Reserve Bank’s says the popularity of its Financial Strength Dashboard hs exceeded expectations, and it is now looking to extend it to insurance.

AIA congratulates Gattung

Cigna backs kids' mental health
Cigna New Zealand has partnered with Life Education Trust to support mental health education in schools.

Asteron, Fidelity and Partners in running for top award

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