Article tagged with 'communication'
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Warning to insurance advisers selling up
02 Sep 2021 - A long-time life insurance adviser is warning fellow advisers with fire and general portfolios to check their contracts after finding he couldn't on-sell his client book.
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5 trends to include in your advice service planning
21 Jan 2020 - The beginning of a new year is a good time to review processes. Russell Hutchinson gives us five trends to focus on for 2020 and beyond.
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A question of culture
11 Mar 2019 - The problems of breaking out of a current worldview were exemplified in a series of comments on a Good Returns article recently. Two industry stalwarts had proposed a new approach to commission.
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Client loyalty may be on the wane
20 Jul 2015 - Client loyalty may soon become a thing of the past, according to the general manager of distribution at IOOF, a transtasman financial services company.
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Are you digitally connected?
17 Jul 2015 - Advisers need to reconsider the way they connect with their clients digitally, new research suggests.