Listening Power Principles in the Sales ProcessBeing able to ask the right questions to get the correct answers is one part of the sales equation. We must also learn to listen effectively. It has been estimated that we can spend up to 80% of our waking hours in some form of verbal communication and interaction. Which of these power principles do you need to consider and apply?

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Warning! Warning! The rise of the techno marketing expert in the sales process

People are competent at managing, using and developing electronic contact, social media, email connectivity and managing electronic media. Warning: This is not sales. Why have our face to face communications skills deteriorated? Are these artificial, non face to face solutions tending to rule our lives, particularly in the areas of sales, negotiations and soft skills? Are they masquerading as the solution to traditional sales and soft skills implementation?

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9 Cracker interactive questions to ask for both general insurance and life insurance products

Getting people to take actions in the world of 24/7 advertising is difficult to break through the static and noise. A range of good questions have stood the test of time to elicit information and motivate prospects to want to discuss their situations with you. Which of these questions could help you solve your marketing challenges?

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Fighting a ban on grandfathered commissions by Peter Johnston of the AIOFP


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Is it the right time to sell your business?
From Mark Witt’s
The Practice Exchange

The Practice Exchange

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AFSL’s wanted

We have a number of clients looking to acquire AFSL’s. If you have a dormant one or would like to talk to someone about capitalising your AFSL, please give Jim Prigg a call on 0408 520 453 or contact me on


Domacom announcement from Pitt St Research


Revolutionary property investment platform. We believe today’s property investing in Australia is archaic and ripe for disruption. Property investors can essentially only acquire entire properties, e.g. in their SMSF, or buy units in property funds without any influence on the investment strategy.

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Thinking of retiring?
Let us put you in contact with this willing buyer

A well established financial planning business with their own AFSL is looking for business acquisitions and books of business. They require risk, superannuation and investment funds under management for financial planning nationally. Finance approved.

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Opportunity: Advisers wanted for non-aligned AFSL

This non institutional AFSL is looking for AR’s to work with.

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Cashed up buyer looking to acquire techno based business

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

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Shartru: A new AFSL that looks after its advisers

Shartru Wealth

Discover 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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Wisdom: When is the full jar really full?

A delightful look at the priorities of life seen through the prism of filling a large jar. Share this with your work mates

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Cashed up buyer looking to acquire techno based business.

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

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Location. Location. Location. Advisers wanted.

Are you interested in joining with a range of AFSL’s in any of these locations? Read more and tell us what opportunities you would like us to pursue for you.

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New. Melbourne. Northern suburbs Advice business for sale

Overall 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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Sunraysia and Melbourne client base

An adviser who has been in the industry for 18 years plans to retire due to a family health situation. The business is mainly risk and personal super. Insurance premium income is about $50K pa. FUM $14M. Gross income for 2017/18, $140K. 150 names in the register. 50% of the clients are in the Sunraysia area, 45% are located in Melbourne.

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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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Small risk book.
SA based. $28K p.a. income.

Mature book looking for a new owner to take care of it. For more information call Jim Prigg on 0408 520 453 or

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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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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.


What do the Millenium3 and FSP dealer groups have to offer?

These two AFSL’s have a range of services and facilities to cover the gamut of adviser’s requirements.

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Urgent. Sydney based business wanted NOW.

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

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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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Property Platform. Why buying property with this service oriented, value added buyers agent is to your advantage.

Property Platform

Shannon Koetsveld and Simone Taylor are unique in their field. They bring competence, professionalism and trustworthiness. Their outstanding attention to detail can really help you or your clients looking to acquire property. Learn more:

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