GoodReturns | NZ’s financial adviser news-item centre

Moving to digital? Operational and customer paradigms are critical

A digital strategy is often seen translated as meaning ‘needs a CRM’ by those early in their technology journey. That is not necessarily true.

Russell Hutchinson

Mon, Sep 12th 2022 02:00PM

Needs analysis focus: what data do you need?

Covid predictions – how did we do?

Wellbeing programmes aren’t just good for your health

Two futures for income protection cover

Mortgage cover in the ascendant

How health insurance is bought these days

If you are frustrated with how long it takes to make an SOA, you are in good company

The new-client conveyor-belt is broken

How do adviser businesses grow?

What are the chances of meeting someone who needs help with their insurance?

How big are financial advice businesses?

“Finfluencers” and the law – which could include your social media posts

Govt's proposed income insurance scheme may hurt insurers

Recent M&A activity, what is driving it and what it means

Can you do digital insurance advice with a tiny IT budget?

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