Nine Fundamentals of closing the sale.Much space and hand-wringing has been devoted to product knowledge, technical expertise and the appropriate compliance regime to give advice under. Yet at the paying end of the process little is mentioned about asking for the business, gaining commitment to proceed or in simple terms, closing the sale. You can be the most technically adept, product savvy compliant adviser in the known universe and not earn a cracker if you don’t know how to ask for the business and gain commitment to enact your advice.

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Different types of questions in the sales process.

Being able to know, understand and ask the right types of questions in the sales process will help you to be more effective in your profession. In this report we discover and discuss some of the different types of questions that can be utilised to enhance your capability to proceed in the sales process.

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How to convert “Maybe” buyers into “Will do” buyers.

Have you ever thought about how many sales you lose from prospects who almost bought from you? Losing these “almost customers” and lost income needs to be addressed. Have you developed a plan to limit this income loss and convert “Maybes” into “Will do” income producing buyers? This situation of “Maybe” buyers can arise in face to face situations, on your website or on the internet.

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DomaCom News. Trustee Partners Approves DomaCom for retail super.


Fractional property investment company DomaCom (ASX:DCL) is pleased to announce that Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail Superannuation Fund.

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DomaCom integrates with IRESS.


Fractional property investment company DomaCom (ASX:DCL) announces that it has entered into an agreement to integrate its property sub-funds into IRESS (ASX:IRE) XPLAN via the EPI data feed.

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DomaCom takes property crowdfunding mainstream.


Fractional investment company DomaCom (ASX:DCL) announces an agreement with Domain to integrate the full suite of Domain property listings into the DomaCom Crowdfunding platform. DomaCom will also integrate Domain insights into the DomaCom crowdfunding platform to provide investors with unique proprietary market intelligence when making the decision to begin or join a crowdfunding campaign for a property.

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SA Data bases for sale.

$70K. 18K. Plus various providers, small revenue bases. Ideal to add to current client lists with same provider.

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Hot stuff
The debate about “independently owned”. Discover what the AIOFP’S Peter Johnston has to say about this topic.


Read Peter’s comments here
Read the ASIC letter here


Finance for data base & business acquisition.
Ask Joshua McKay.

JCM Finance

One of the many challenges advisers encounter throughout both the acquisition process and on-going business needs of an advice business is how to best structure and fund the business. Many financial institutions have specific policy guidelines which can determine the amount of funding that they are willing to provide based on the inherent value of the business coupled with its financial performance. How can you go about getting the right advice on how best to present a proposed transaction to a financier?

Read more and contact Joshua McKay here


How to get your business “Sale Ready”. Ask Graeme Molloy.


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, easy to administer, efficient and cost effective. He can help you get your business sale ready now.

Read more and contact Graeme Molloy here


Risk Specialists take please note. This is a model of the future that may appeal to you, offered by AFRM.


There are many good risk advisers, just like you, that will need more support, stability and security moving into the new world order. Will you cope personally and/or financially when LIF reforms commence in 2018? Australian Financial Risk Management Pty Limited (AFRM) is an innovative twenty first century AFSL that needs to find risk specialists to support their growth around Australia. What do you think?

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Regular delivery of Sales and Soft Skills online, on time 24/7.


Join the Knowledgemaster community at the Knowledgemaster Excellence Club (KMEC). You receive valuable delivery of practical and valuable enrichment material every month. No compliance. No fluff. No product flogs. No technical overloads. First month is only $1. Then only $69.50 per month.

»  Join here


Capitalise your business.
Businesses wanted NOW.

We have willing cashed up buyers, ready to make YOU an offer 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
  • 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


Non-aligned AFSL looking to acquire FUM.

A leading multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management.

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Risk business wanted.

Leading multi functional financial planning firm are looking to invest reasonable amounts of money for a suitable acquisition(s) with in-force premium totals between $750K and $2M. This is an ideal opportunity for someone looking to retire or ease back their activity to sell to an experienced person in the insurance industry.

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Mentor Education.

Mentor Education

The Tax Practitioners Board (TPB) currently offers a range of webinars to potential and registered tax practitioners. These sessions are free and may count towards your continuing professional education (CPE). Enrol here.


Brisbane FP for sale or buy-in.

A well established financial planning practise in Brisbane is looking for a business partnership buy-in or an outright purchase. The business income is derived from 60% risk and 40% fee for service. Asking price, circa $2.5m. Read more


Step into a ready-made operational business on the Gold Coast.

The vendor is offering the opportunity to acquire a complete holistic financial services business. They have created a truly ‘one stop money shop’ delivering a complete range of financial services that can be serviced from a convenient location on the Southern Gold Coast. Read more for pricing arrangements.


FP professional looking for a home at a non-aligned AFSL in Southern NSW or ACT.

Well qualified and experienced adviser looking for a new start. Looking to work for 12-24 months with the long term aim of buying the business. Ideally suit someone wanting to retire or down size.

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Accomplished professional looking for options to buy-in.

Looking for an exit solution? This professional is looking to collaborate with you to buy in over a reasonable time frame. Melbourne based eastern suburbs.

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Special handbook: “A practical guide on how to sell insurance.” 60+ pages of “How To” excellence.


Discover the practical timeless scripts, special expressions, vital words, tips, tactics and techniques that will work to help you increase your capability to sell more insurance. Learn what the mandated courses don’t show you, what the compliance czars ignore and the product manufacturers miss. Superb practical content at only $49.50.

»  Order here


Career opportunity WA with Asteron.

We currently have an exciting position for a Business Support Officer to join the Asteron Life Sales Team in our Perth office. As the Business Support Officer you will manage all inbound and reactive Sales queries, including internally escalated issues. As well as assisting with organising of events, travel and expense requirements. The Business Support Officer role assists the National Sales team, by providing high quality sales administration support. This role is a permanent full time position.

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Senior Financial Planner
Opportunity & Lifestyle.
Gosford area.

This is an outstanding opportunity, with a market leading salary package, to catapult your financial planning career with the lifestyle advantage of living on the beautiful Central Coast NSW. Read more

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