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Business insurance added to Xplan

IRESS has released an integrated business insurance tool in its XPLAN advice platform.

Friday, February 28th, 10:04AM

IRESS New Zealand manager Andrew Logan says the new module was developed using the company's global experience, and the new capability is already deployed in multiple countries including New Zealand by large institutions and boutique insurance broking firms.

The development demonstrates IRESS’ approach in leveraging its global experience to deliver benefits across a wide user base by recognising technology synergies to address common issues and local demands...MORE»

200 clients the max: Moore

Thursday, February 20th, 8:11AM

Advisers should regularly prune their client bases and focus on the high value ones.

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What we learnt at MDRT

Friday, July 20th, 10:29AM

Twenty one people from New Zealand attended the recent Million Dollar Round Table conference in California. Here some ofdelegates tell you what they learnt at this premier event.

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Previous News

MDRT Minute: Take the First Step

Thursday, May 24th, 11:59AM

In this profession, we are client-focused. But, when it comes to client service, we often forget that when we step away, our clients' lives may be impacted dramatically. While we want to focus on selling and bringing in more names and prospecting, that will only get us so far. Whether you're within an agency or out on your own, you must perform business succession planning. If you don't do it, your business model cannot be sustained.

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MDRT Minute: Better Appointments with Better Scripting

Monday, April 30th, 10:22AM

Most advisors are so caught up in the urgent and important demands driving their business that they seldom make the time to plan and organize effectively. The activity that is most needed, but is seldom employed, is thinking. This is because when it comes to planning, most don't know how to think, or where or how to begin planning.

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MDRT Minute: Prospecting with a New Twist

Monday, January 23rd, 9:56AM

Utilising social media and talking to your top clients are two of the ways Million Dollar Round Table (MDRT) member Kerry Wallingford suggests advisers can secure new business.

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Understand and Relate

Wednesday, November 23rd, 11:08AM

A keen understanding of job candidates' needs, wants and aspirations will position your organization to satisfy these individuals' expectations. To establish this foundation within your recruiting activities, consider doing the following:

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Client focus best medicine for adviser ailments: Dr Dave

Friday, June 17th, 4:58PM

New regulation provides advisers with opportunities if they are able to focus on a defined client group and build relationships within that space, according to the TNP director of development Dr Dave McMillan.

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