Stop Press: Risk Business for Sale
14 Survival tips for the new year
Everyone wants to be a success. Success has various guises. Before success comes survival, planning, testing and gut feelings. Here are some strategic and tactical ideas on survival that successful people consider, adapt and then implement.
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How to use the principle of Financial Architecture in your Value Proposition to new clients.
We share a delightful analogy that you can adapt for your own Value Proposition when describing how you HELP people. John Campbell, a successful adviser from Adelaide, now retired, shares with us how he explained his philosophy to people in a friendly conceptual manner that they enjoyed and understood.
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Discover how to
“Close with Class” using the Confirmation Close
People continually ask how do they “just get on with closing the deal?” Closing is part of the sales process that should never be under estimated or taken frivolously by the person looking to gain the business. A close can be tacit, by handshake, verbal, implied, written and signed for or by an agreement to deliver on or by a certain date.
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Miriam Sandkuhler
An insider’s look at property
One of the most pressing challenges for advisers is how to advise clients looking to invest in residential property. One of the best guides on the market is best-selling Property Prosperity by 18 year real estate veteran Miriam Sandkuhler. It takes readers point by point through how to identify winning locations, select correct property types, avoid common pitfalls and negotiate with agents. KnowledgeMaster subscribers can get this Amazon bestselling insider’s look at real estate for this special price here. But only until 31st January 2016.
Sales Technique:
What is a universal sales proposition?
Discover how you can get commitment to complete deals by learning how to use the concept of a universal sales proposition.
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Risk Business for Sale
WA/Perth
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Is this your management succession plan?
Are you interested in talking with a modern, insurance oriented practice with forward thinking partners who are looking to acquire books of risk in NSW? They operate within 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.
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Urgent: Corporate super books wanted
Discover how to capitalise on this hidden or forgotten asset. Willing buyer. Will consider all offers nationally.
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Rachel Staggs on Referrals.
This article is a ‘must-read’ for any adviser or advice practice for whom seeking and successfully achieving referrals from existing clients can sometimes be a challenge. Drawing on her vast experience in consulting with advice practices across the country, SRSCC’s Rachel Staggs discusses three proven principles that help to gain more client referrals.
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Wendy McWilliams. Walking the Talk
Wendy McWilliams from WMC PR looks at ways you can help potential customers have confidence in you when you walk the talk and create raving fans along the way.
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Life Insurance Consumer Group (LICG) update
It is incredible to think that over such a short period (Christmas & New Year when most of you are away on holiday with your families) that almost 2,000 people have registered their concerns about the Life Insurance Framework proposals (LIF), and its consequences for Consumers.
Read the riskinfo article here
Read the article here by Phil Smith, Director of Davies, Smith and Partners
Read the “Summary of current proposed regulatory Burden and cost off set” document here
» Read the full update here
What have we got lined up for you this year?
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Feb. CPD points for online updated sales and soft skills courses with Mentor Education
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Mar. A NEW members Knowledgemaster Excellence Club
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Mar. A Members Resource Centre for insurance advisors with marketing and sales, tips, techniques and tactics
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Watch this space for dates. The blockbuster face-to-face ANZ Wealth/OnePath Connective Sales Intelligence (CSI) Course worth 8 CPD points. Preview content here
What are your plans for the next 5 years?
Peter, Paul and Mary sang “The times they are a changing“. That song still resonates today. How will life change for you in the next 5 years? Will you downsize, amalgamate, join a different dealer group/aggregator, cash out or buy up?
We would be delighted to hear your thoughts about the future and what you plan to do. Share your thoughts here. Please accept a complimentary copy of “Important things to consider when selling your business” when you complete the survey.
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Could Sentry could 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 maximize 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. Read more
Accountants: Discover how the Lifespan group can help your entry into financial planning.
Are all the changes, interference and disruption irritating you?
Discover how to sell your business with a simple flat fee service. Monthly inclusion in this newsletter and online at $999 per annum GST inc) 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.
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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. Would consider up to 3.5 times for good risk books. Read more
NSW Western suburbs. Financial planning practice with small business, tradesmen and professionals wanted. Read more
Corporate super books wanted NOW. Read more
Looking to buy a business?
Receive advance notice of businesses for sale. Register with us to tell our readers about what you are looking for. Flat fee service (only $999 GST inc.) for 12 months with a 16 touches to our database of 9,000+ and online placement for surfers.
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AMP. Buying or selling?
We can help.
AMP is the Home of Financial Planning offering a world of opportunity under one roof. We are the largest financial planning network in Australia and we’ve been helping Australians take control of their financial futures and own their tomorrows for 160 years. Whether you are planning on expanding your business in 2016 or looking to see how a new licensee can better support & resource your practice, our experts can talk to you about your options. Read more about our offer and meet our team of experts today.
Mortgage broking and risk businesses wanted.
Buyouts, JV’s and amalgamations. All offers considered by keen investor.
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What sales and soft skills would help you in your business?
Make no mistake, sales and soft skills mastery can make you better at what you do, deliver greater prosperity and profitability. Complete the checklist here and receive your complimentary report “What are sales and soft skills?”
Life’s lessons. 21 philosophical ideas on life to live by and share.
A delightful collection of life lessons. Reflect on them yourself. Share them with clients on your website, in your newsletters, as social media content and text connectivity.
» Download your FREE MSWord copy
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