Closing the dealYou have had an initial meeting with the client. Subsequently spent time working on a plan for them. Now they’re sitting in your office after you have presented your recommended strategy and product options, and they say to you, “I want to think it over”. It can be annoying frustrating and energy sapping, can’t it?

»  Find out what you can do here

How to approach hard to reach prospects

How often have you faced this situation? “I have this super prospect for my services. I don’t know them. They don’t know me. I don’t know anyone who can refer me. I am at my wit’s end to find a way to get in front of them.

»  Find out what to do

 

Join the DomaCom crowdfunding
campaign to
“Buy the Block”

Domacom

Don’t be a spectator, be a participant. You might not be a millionaire, but you can invest in The “Block”. Join DomaCom’s crowdfunding campaign and own a slice of one or more of The Block apartments when they go to auction in November. Investors will be invited to a special open day inspection event to view the apartment of your choice and meet the contestants. Investors contributing $10,000 or more to the crowdfunding will be invited to a special cocktail party hosted by RT Edgar.

»  Read more

 

Property Mavens director, Miriam Sandkuler, says “Clients are making expensive mistakes”.

Property Mavens

When it comes to Australian investors, property is king. Yet each year thousands of people lose serious money in property, often through poor quality investment schemes.  Poor quality property advice is increasingly in the spotlight resulting serious reputational damage and legal action for firms. To address this problem, Property Mavens is pleased to announce Integrating Property Advice a new course for Financial Advisers.

»  Read more

 

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?

»  Read more

 

MoneySoft. A way to increase your income from your client base.

MoneySoft

Advisers need a fresh mindset and the right technology if they want to deliver a relevant, profitable and sustainable proposition to new client segments including millennial entrepreneurs, single women and up-and-comers.

»  Read more

 

Who manages your meetings? The Joker

Voice & Word

Sandra Baigel is a voice technique coach who works will sales people on how to use their voices to influence their success in sales environments. This month she throws the spotlight on how to manage the person playing the part of the joker during meetings at work.

»  Read more

 

Would you like to buy into this apartment for just $50,000?

Scott Banks

Discover how David Heycock of the Scott Banks group uses the DomaCom facility to help clients to buy into property.

»  Read more

 

Wisdom: The 12 Demandments from an employer’s perspective.

So often today we have to listen, negotiate and abide by demands from potential and current employees. However it is still the boss who makes the golden eagle deliver every weeks pay. Here is list of demandments that employers look to have reciprocated.

»  Read more

 

St Kilda Rd office requires person to manage referrals system with clients.

»  Read more

Could Sentry be your new dealer group?

Sentry 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

 

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

Don’t want to buy a business? Then create your own cash economy whatever the economic climate is. The scripts, the marketing tips, checklists, surveys and networking techniques all in the one place at last. Discover how to build your own referrals based business with this practical manual at only $49.50 GST inc.

»  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

 

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

 

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?

»  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

 

Could you use a promotion facility to 9,000+ people?

Reach our audience of 9,000+ if you want to buy/sell a business, attract new partners or staff, recruit advisers, mortgage brokers, managers or BDM’s. Regular and reliable contact to the people that you need to talk to online, on LinkedIn or by direct referral.

»  Read more

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