7 Killer tips to energise your email connectionsSalespeople whose emails are read and understood have an enormous advantage over competitors. With the possible exception of the telephone, no other invention has so greatly changed the way we can communicate with their customers as electronic mail. How can you leverage your influence when it comes to writing effective email messages?

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Marketing Idea
The secret of effective prospecting

It would seem that successful salespeople make prospecting seem so simple. But prospecting takes persistence, a lot of time and practice. It is not easy. It needs to be attended to on a continual basis. Make it an integral part of what you do every day and every week in good times and bad.

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Success Idea
Business retention. You’ve got the deal. What next?

Which would you choose to buy from? Someone that gives you excellent, ordinary or poor service after you have agreed to part with your hard earned? An individual who makes it difficult to reach them? Or would you prefer a person who treats you as someone special when you contact them and who is looking out for you post sales?

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Critical questions in the sales process

It is amazing how much prospects will volunteer information about what they want if you ask them in the right way. And that included price. But you will need to develop a range of simple to ask questions that make it easy for people to access information that helps them in getting a decision they feel comfortable with.

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Peter Johnston of the AIOFP.


Discover the issues and progress surrounding the grand fathered commissions case and the High Court appeal.

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So what are your thoughts on Your FUTURE as an adviser?

Receive your FREE “9 Killer Questionnaires and Checklists” for the sale of advice profession when you complete our simple questionnaire here.


Cashed up buyer looking to acquire techno based business

Small businesses up to $200,000+ RR annually.

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A new AFSL that looks after its advisers.

Shartru Wealth

Learn why the Shartru AFSL can make a difference to your business and to your bottom line too. Talk to Rob Coyte the CEO of Shartru today about your future and how he can help you face the challenges of the new world of financial advice.

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Good read
Riskinfo article on Buying and Selling a business


Recently Peter Sobels from Riskinfo wrote this article on the values of buying and selling business in which Knowledgemaster was extensively quoted.

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Advisor Opportunity. Melbourne based.

Supplied clientele. Para planning supplied. Inner suburban location.

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Urgent. Sydney based business wanted NOW.

Income range $50K-$120k. Quick sale wanted. WIWO. Finance arranged.

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Melbourne. Northern suburbs. Advice business for sale.

Income from the practice is $114,000 (ex GST) $94,000 revenue is ongoing service fee arrangements (from 32 clients). $20,000 revenue is risk trail either from the ongoing service clients or a further 11 clients. There is nil $$ generated from any grandfathered trails. Great starter business.

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Melbourne. Financial Advice business for sale.

$220,000 of recurring revenue. 80% of the recurring revenue is from fixed and percentage based fees and 20% from ongoing (renewal) risk commission. There are 104 client groups with 313 accounts and policies. There are 34 SMSF owned accounts.

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QLD based FP with own AFSL. $1.2M T/O

2 offices. Brisbane and Townsville. Quality business with excellent records and valuable XPlan IP. Support staff and 2 AR’s in place.

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National risk data base for sale

An adviser who has been in the industry for 18 years has a risk data base for sale. The main insurance product providers are: TAL, AIA, Zurich, MLC and Asteron. The products are all life based including Life, TPD and Income protection. Income is made up of insurance renewal commissions of approx. $240,000. There are 570 names in the national register.

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Opportunity. Opportunity. Opportunity: Advisers wanted for non-aligned AFSL.

Non-institutional boutique AFSL looking for AR’s to work with them.

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Queensland based.
Risk and investment business.

An experienced risk writer is looking to sell their Queensland based business. Book is composed of Professionals, Mums and dads, Tradespeople and Small business people. Total number of clients is 218. Funds under management is $6M+. Total Income for the 2017/18 year was $82,200.

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Melbourne accounting practice for sale with small FP income.

Tremendous cash flow business. T/O $700K+ Small FP component. Ideal for cross sales of other advice products and services.

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Urgent. Businesses wanted NOW.

Cashed up buyers are ready to make YOU an offer NOW for your business

Wanted Businesses

  • Is this your management succession plan? Talk with a modern, insurance oriented practice that is looking to acquire risk books in NSW. Read more
  • 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
  • Melbourne based adviser looking to acquire small data bases of heritage, dormant C&D class clients and Mysuper products. Cashed up buyer. Can absorb up to $300K investment quickly. Phone Jim Prigg for more details on 0408 520453.


The Shire, Wollongong or Campbelltown Risk business wanted.

Experienced adviser looking for an acquisition that would involve an extended transitioning period to ensure the best interests of the client are served. Up to $150K income considered. Finance in place. Ready to buy NOW.

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