Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 7618628, Twitter: 14026, LinkedIn: 689
Underwrite at proposal time, or claim time?
by Tony Vidler. When does your client want to have the drama with their insurance company? At underwriting time, or at claim time? An confusing facet of the life & personal risk insurance business is the perception that some companies are easier to do business with than others due to underwriting processes….and while that […]
by Tony Vidler. Should Regulators trust some advisers to do the right thing? Or none of them? This is the intriguing question which will be debated behind closed doors in NZ in the immediate future I am sure, following the latest round of financial services reform in Australia. The “Future of Financial Advice” (or FoFA […]
by Tony Vidler. I’d best let you down gently right at the beginning – this is not a gleeful little tale of a single persons interesting life. It is about the possibility of one type of “singledom” for an industry, that can result in more people loving it. With all the change and raising of […]
by Tony Vidler. One of the most common dilemma’s for financial advisers is how to make a transition from purely commission-based remuneration to generating fee-paying work. It is more simple than you think – though not necessarily a swift process.There are several critical decision points for the adviser to work through when considering how to […]
by Tony Vidler. One of the intriguing little debates happening in NZ financial services in recent times has been the use of new (different) acronyms for different types of advisers. Observing the often heated debate got me thinking: who cares? The answer actually surprised me: I do. I care. The incessant bickering, the unnecessary market […]
by Tony Vidler. Financial advisers safely relying upon third party (independent) research to defend product recommendations is a myth. Many currently believe that through the simple act of out-sourcing product research, and then relying upon the research houses rating of a product, is in itself a recommendation of suitability for clients. Product research houses themselves go […]