12 reasons to talk to your clients before the end of the tax year
One of the most rewarding parts of the sales profession is to be able to get people to talk TO YOU about their changing situations. There is probably no better time to revisit clients/prospects to ramp up activity than prior to the end of the tax year. People have been conditioned to make decisions at this time of the year, because the window of opportunity closes with finality on that date!
» Discover the 12 reasons
6 Signs that the deal could be in trouble and how to deal with them
You have provided the benefits and advantages of your product, service or offer. You have outlined your pricing mechanisms. You have requested a choice of meeting dates to finalise the deal. Yet you are not getting connectivity with your prospect to move forward.
» Find out why and how to deal with them
The 13 myths of selling by internationally acclaimed trainer David Yule. Part 3
David explores some common myths of selling. He says: “Sales Trainers have traditionally analysed selling and have reached perfectly logical conclusions about success in Selling. The problem is that the customers don’t know how they are supposed to react. They react in all sorts of ways – very few of them based on logic! Humans are emotional beings and most decisions are based on emotions.”
» Read more
Checklist of dealer group services
What type of services, support and initiatives are you looking for from a dealer group? Benchmark what you currently have against this comprehensive list.
» Read more
Regional Queensland. New Service.
Licensee & Adviser Support Services now has an office in Bundaberg, servicing the Wide Bay and Burnett region of Queensland including Bundaberg, Hervey Bay and surrounds. Discover the range of valuable services that Licensee & Adviser Support Services can provide for you here.
Tertiary Degrees For Advisers? Give Us Your Thoughts!
(And Save $400)
Are you aware of the Government’s proposed legislation for requiring advisers to hold a ‘relevant tertiary degree’? How do you feel about the proposed changes? Mentor Education is currently sponsoring a research study (for advisers, accountants and mortgage brokers) to investigate how these changes may impact you, your business and the industry. The survey takes 10 – 12 minutes to complete, and all individual survey responses are strictly confidential. Here’s to a better financial services industry, based upon facts and research.
Complete the survey today and receive $400 off any Mentor Education courses and qualifications as a thank you.
Sandra Baigel is a voice technique coach
Sandra Baigel works with sales people on their voice impact when selling. This month she asks: ‘What are people assuming about you when you speak? Look out for clues in their reactions and responses.’ Discover why and how people change their attitudes in this case study.
DomaCom and the Kidman Station
Australia has long been a favoured destination for foreign capital. Since the advent of European settlement, it has played a critical role in this country’s economic prosperity, a necessary addition to the domestic savings pool to provide capital for all industry sectors.
» Read more
Who loves you? How valuable are you?
Discover what a dealer group is looking for. Call us for more information to make a confidential connection.
» Read more
The Sales and Soft Skills online library
Please send me how it works with some free samples. Please show me all the content I will receive when I join.
The Australian Insurance Academy
The new kid on the block for technical general insurance training. Launching last November, we’ve had a great response – there certainly seems to be an appetite for quality training within the general insurance industry. When you study with us, you can study when you want, where you want, but with the support of professional, experienced insurance trainers. We’re finding that general insurance representatives are using our modules to satisfy professional development requirements, whilst actually increasing their knowledge and capability, instead of just ticking a box on a compliance form.
» Check out our offerings here
Advisers: What do your clients want?
Let’s start with financial security. It’s that sense of financial security, which makes property Australia’s favourite way to create wealth. But get it wrong and property can cost an unsuspecting investor – dearly.
» Read more
What are your plans for the next 5 years?
What will you do in the next 5 years? Will you downsize, amalgamate, join a different dealer group, cash out or buy up? Tell us your thoughts here. Complete the survey and receive a FREE copy of “Important things to consider when selling your business“.
Businesses for Sale
Risk WA/Perth
Circa $30k p.a
Accounting with some FP VIC T/O $655K
» Read more
» Read more
FP/RISK
Toowoomba
QLD
Circa $100k p.a.
FP/RISK
Gladstone
QLD
Circa $100k p.a.
» Read more
» Read more
Could Sentry be your new dealer group?
The Sentry Focus. CEO Murray Hills says, We have designed Sentry to be a unique experience for you. We take great care to understand your goals and personality. We offer:
Friendly, experienced, high quality business support and technical service
The best solutions for you and your clients
Assistance to maximise your personal skills and practice growth
Low cost access to leading edge technology support
Firm but fair compliance and risk management procedures
Security of revenue and ownership of clients
» Discover more about the Sentry difference here
» View the Sentry offer on YouTube here
» Sentry press release. Read more
Discover how the Lifespan dealer group can help YOU
Since its inception in 1994 our business has remained privately owned. With the absence of institutional owners the Lifespan approach continues to empower advisers with the flexibility to choose. Call Alan McTighe today on 0409 969 472. Ready purchasers for accountancy practices wanted to buy. Read more
Succession Planning
What can we learn from the 2016 Olympic Games?
Jon Remmington wrote an article for us in 2014 comparing one of the world’s greatest athletes, Usain Bolt, with Succession Planning. Athletes and their support teams will soon assemble in Rio. From the closing ceremony of the 2012 Olympics in London, athletes looking to return in Rio or others who will be competing for the first time all have one thing in common. They all have had 4 years to plan for their personal measure of Success. So Jon’s question to owners of Financial Planning practices who are looking to sell their businesses prior to the closing ceremony of the 2020 Tokyo Olympic Games is… What is your Plan?
» Read more
Businesses wanted NOW
A privately owned dealer group with over a decade of experience is looking to grow their business by acquisition. They have offices in both Melbourne and Sydney with 8 full time advisers. They have excellent electronic systems and processes to absorb an acquisition and would look to connect with businesses that have similar facilities. Urgent. Melbourne based practice wanted. Read more
URGENT: Corporate super books wanted NOW. Read more
Geelong/Melbourne CBD Risk business wanted. Read more An experienced risk writer is looking to expand their business in Geelong/Melbourne CBD. They are looking for business acquisitions and books of business that are primarily insurance-based.
Is this your management succession plan? Talk with a modern, insurance oriented practice who are looking to acquire risk books in NSW They are with a non-aligned dealer group that is an independently owned and operated risk specialist licensee. This means they can provide advice that is solely in the clients’ best interest with no interference or expectations from third parties. Read more
Want to buy a business?
Receive advance notice of businesses for sale. Register with us to tell our readers about what you are looking for. FREE REPORT: “8 Helpful ideas when looking to find prospects to buy from”. Flat fee service (only $999 GST inc.) for 12 months with a 16 touches to our database of 9,000+ PLUS online placement.
» Read more
Discover how to sell your business
With a simple flat fee service. Monthly inclusion in this newsletter and online for 12 months (with 16 touches to our 9,000+ database). No commissions. Introductions to cashed up buyers. Get fast online exposure to people looking for your type of business NOW.
» Read more
Havoc Digital asks:
SEO Knowledge –
Why is keyword research important for your business?
Keywords are single words or phrases people type into Search engines to find information relevant to what they are looking for. By Nic Hughes nic@havocdigital.co.
» Read more
Stop Press Succession Planning for Financial Planners – Victoria
Hear from experts in Best Practice Succession Planning.
Are you a Financial Planning Business Owner considering Succession Planning?
Are you a Financial Adviser interested in owning a business or buying equity?
Limited seats, so register here today.
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