25 Questions to ask buyers before the decision meetingIn the face to face situation of being able to gain business from buyers there are some critical questions you need to answer before that decision meeting. Which of these questions and situations do you need to address before that meeting?

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Three killer phone connection tips

Sales representatives are still the real and often sole human connection with suspects, prospects and existing clients. Discover those techniques that could enhance your capability to gain new business, build stronger relationships and retain existing business.

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Nine mistakes in selling insurance and how to rectify them to your advantage

Many in the life insurance sales business often dedicate much of their time looking for an elusive solution that will make it easier to sell more insurance. Maybe it’s time to stop searching for exotic answers. The solutions to being able to sell more insurance are close by if you understand the mistakes that are being made.

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DomaCom fund review by Lonsec

Domacom

Lonsec has delivered its review of DomaCom.

»  Read the report here

 

Discover how David Heycock used the DomaCom model to help his clients invest in property

Scott Banks

Discover how David was able to help 8 of his clients invest in prime-value, high end property in one of Melbourne’s top suburbs without having to buy the whole building. Would that facility be of value to you and your clients?

»  Read how David achieved this

 

Checklist of dealer group services

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. Tell us, did we miss anything?

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“Selling insurance. The real deal” Results of the AFRM seminar

Discover the stunning results, appraisal and content of our recent tailor made session for AFRM, “Selling insurance. The real deal.” Could your group use this?

»  Read it here

 

Wisdom: The moral of dependency

A real live parable about how we can apply the laws of dependency or how they can overtake us.

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Is your business really ready to sell or buy?

addataServices

A Financial Adviser’s business is valued mostly on past and expected income. To a prospective buyer accurate information is paramount to ensure confidence to purchase. To the seller the same information can justify the asking price. The services we offer provides comprehensive client/policy/investment data and accurate income/commissions in meaningful reports allowing assessments and valuations which are instantly verifiable.
Low fees for preparation of these valuation reports make them essential to a speedy, smooth selling process.

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Wanting to sell or capitalise part of your business?

knowledgemaster

A simple flat fee service. Monthly inclusion in this newsletter and online for 12 months (16 touches to our 9,000+ database over 12 months) plus a promotion on LinkedIn. No commissions. Want to get fast connections to cashed up buyers looking for your type of business NOW with assured confidentiality?

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Spectrum: The AFSL that is adviser friendly

Spectrum

Are you looking for a real alternative that allows you to run your business your way? A national dealer group that is non-institutional or vertically integrated via product manufacturers wants professional advisers in all states NOW. Both risk advisers or financial planners are welcome. Generous engagement terms including PI and percentage splits with sensible compliance regime and broad APL. Practical induction course and real practice management, with sales and soft skills programs and marketing initiatives. Read more

 

How can the Lifespan dealer group help YOU?

Lifespan

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 NOW. Read more

 

How to build a referrals based business

Discover how to build your own referrals based business with this practical manual at only $49.50 GST inc. Create your own cash economy whatever the economic climate is. All here: the scripts, the marketing tips, checklists, surveys, visuals and networking techniques all in the one place at last.

»  Download here

 

QLD Risk Business for sale

Tremendous risk based business. Trail $460K. 2 AR’s. WIWO or terms. 1,500 clients clustered around location.

»  Read more

 

WIWO Gold Coast FP for sale

Owner operated. Can be transferred to your current AFSL.

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Client base for sale at the Chaucer Group. Ideal start-up.

Chaucer Groups

Discover this opportunity for business acquisition. Register for sale now. We invite advisers wishing to join us at the Chaucer Group to have a look at this register not only to generate a tidy passive income, but for future business opportunities.

»  Read more

 

Businesses wanted NOW

Wanted Businesses

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.Read more

URGENT: Corporate super books wanted NOW. Read more

Is this your management succession plan? Talk with a modern, insurance oriented practice, who are looking to acquire risk books in NSW. Read more

New. Melbourne based business wanted. Client numbers: 100-200. Funds under Advice: $20m-$50m Compliance:  Needs to have a strong compliance history. Billing Arrangements: Fee for service with monthly fees debited from the clients nominated account. Funding has been organised for any future business acquisition. Contact purchaser direct. Read more

New. A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, Super and SMSF. Read more

 

Looking to buy a business?

KnowledgeMaster

Receive advance notice of businesses for sale. Register with us to tell our readers about what you are looking for. Flat fee service for 12 months. 16 touches to our database of 9,000+. Online placement on our website. Connect to our vast LinkedIn network.

»  Read more

Thank you for your support, interest and calls throughout the year.

As part of our vibrant community across the nation your communications, ideas and interaction are of great value and inspiration to us at Knowledgemaster International (KMI).

I hope you achieved all you set out to do in 2016. KMI will continue to deliver interesting and practical ideas and helpful introductions for you. All those tremendously valuable tips, tactics and techniques for you to implement and adapt in your business will keep coming in 2017.

NEW and improved enrichment services for you in 2017.

  1. The Knowledgemaster Excellence Club. A regular monthly feed of communications, sales and interaction reports. Review here
  2. Buy a business introduction service
  3. Sell your business promotional facility
  4. The insurance sales academy
  5. Marketing and educational articles for newsletter content

If you have any specific topics you would like to see in Knowledgemaster News please contact me personally on 0408 520453 or jim@knowledgemaster.com.au won’t you?

I look forward to helping you in 2017.

May you and yours have a safe and happy festive break.

Jim Prigg
CEO of Knowledgemaster International Pty Ltd

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