HELP! My prospect has gone cold.You have given the presentation of your life. After weeks of to-ing and fro-ing, of providing information, case studies, reworking figures and time-frames your hot-to-trot prospect is ready to rock and roll. Then suddenly, there is an eerie silence, incommunicado stasis and a weird non-connectivity! HELP!

»  Read what to do now


5 Ways to get closer to existing clients

Competition is rampant to not only gain clients but to retain them. Which of these strategies could you use to help retain good clients from the clutches of predators.

»  Read more

 

Three simple marketing ideas that work for client bases

Old service letters that accompany the introduction of an adviser to a new, purchased or “farmed out” client base is about exciting as dancing with your grandma. Many introduction letters are blatantly 20th century “salesy” product pushers. They are tired, have minimal “comeback” impact and in some cases can create a sullen or hostile impact on the client base. Your task is to promote a sense of optimism, good will and value.

»  Read how

 

Successful national dealer group, with lead sources, is looking to partner with professional advisers

Discover the attributes of the advisers, this national dealer group would like to partner with. Multiple venues available. Could this be your new home?

»  Read more

 

DomaCom: Unlocking value for retirement income

Domacom

For many retirees, the family home represents their primary source of personal wealth. For most, paying off the mortgage has been more important than making additional contributions to superannuation, creating the ‘asset rich, cash poor’ generation. This will likely be followed by a generation of retirees who are still paying the mortgage or, in some cases, paying rent. DomaCom examines the property trends and their impact on retirees, now and in the future, and examines potential avenues to bring this asset into scope for the development of a new retirement income source, and potential business for financial planners.

»  Read more

 

The AIOFP: Graduate Diploma in Financial Advice

AIOFP

The AIOFP worked closely with Professor Sarath Delpachitra and the Adelaide Institute of Business & Technology [AIBT] to produce the Graduate Diploma in Financial Advice. This is a course that has been approved by the Australian Skills Quality Authority [ASQA] to satisfy the 2024 Industry requirements. Over the years the AIOFP has surveyed its members about clients asking questions on an Advisers qualifications, designations and memberships. Very few do. In order to keep the costs down, we have selected a non – University and an independent academic to construct and deliver the course. The outcome is a practical course that satisfies the current educational requirements without excessive costs. Next intake. Friday Sept 22nd.

 

Discover what the AFSL’s Millenium 3 and FSP have to offer.

Millenium 3 and FSP

»  Read more

 

AAMC 40% off our AML/CTF course!

AAMC

Are you a legal practitioner, real estate agent or an accountant? Do you want to find out more about what you can do to identify, report and prevent money laundering and terrorism financing? AAMC Training is offering 40% off our AAMC – AML/CTF course. Vetted by one of Australia’s largest legal firms.

»  Learn more

 

How to get your business “Sale Ready” with AdData

AdData

Buyers demand exact figures, breakdown of client types, geographic spread details, product manufacturer designation, ages of clients, monthly commission figures and lots more. Graeme Molloy at AdData has a system that is simple and easy to administer, efficient and cost effective. He can help you get your business sale ready now.

»  Read more

HGC is seeking businesses and data bases. Will pay up to 3.0 to 4.5 times on annual income.

This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors with a recurring income of $100,000 to $1,000,000 p.a. Risk, fee for service and funds under management are of interest. Read more

 

Businesses wanted NOW

Wanted Businesses

Eager buyer of risk, financial planning and mortgage books. Acquisitions across the country with no restrictions on location wanted NOW. Investment up to $300,000. Willing to talk attractive terms for purchases with an upfront investment, reasonable handover protocols and standard run-off provisions.

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

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

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

Sydney based group looking to acquire FP businesses NOW They are looking for purchases with a recurring income of $300,000+. Both risk and funds under management are of interest to them. They are negotiable on terms depending on the quality of the book. Read more

 

What are your plans for the next 5 years?

knowledgemaster

Will you downsize, amalgamate, join a different dealer group, cash out or buy up big time? Please tell us your thoughts here. Complete the survey and receive the FREE report.Important things to consider when selling your business“.

 

Could this your new home?

We have AFSL’s looking for advisers to join them. Does this description fit you? Which of these locations where opportunities exist interest you?

»  Read and then call me today

 

The Chaucer Group is looking for advisers in Sydney

This small AFSL has a unique offer for young advisers looking to buy a book of business with great mentoring people.

»  Read more

 

Mentor Education is excited to announce its next live webinar

Mentor Education

‘The Value of Ongoing Service’ which will be running between 7:45 and 8:45AM on Thursday August 31. Link here. In the last Mentor Education webinar, “The Fact Finder as not just a compliance tool but a relationship building tool” was discussed and explored. This time Dr Jim Taggart and Dr Mark Sinclair will be looking at the value of providing ongoing service to clients whilst identifying some of the tools and processes that can be employed to ensure that you and your firm capitalise on the time and effort spent acquiring clients. The value of ongoing service cannot be overstated in a financial services ‘business practice’. Tune into this Mentor webinar. It is certainly one to put in the diary.

 

Positions and opportunities available

  1. Victorian based recruitment BDM needed for new AFSL
  2. VIC. Relationship rainmaker for mortgage brokers, accountants & general insurance brokers wanted for AFSL
  3. Risk based adviser wanted in NSW for small AFSL
  4. Accounting practice wanted in VIC. Fees up to $1m
  5. Accounting practice wanted in NSW. Fees up to $2m.

For more information call Jim Prigg on 0408 520453 or jim@knowledgemaster.com.au

 

Josh Mackay asks: Are you looking for finance to fund the acquisition of an Advice business?

Which funders best understand Advice businesses?
How do you fund Advice businesses? How do you fund the succession plan for your business?
Do you want to fund your Advice business without utilising the equity in your property?

»  Read more

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