Open-Ended Questions can boost your relationship-building capabilities

Before you can even hope to sell your services, products or ideas you will need to have a "communications" relationship. An effective way to do this is to have a set of effective open-ended questions. How could you adapt these examples of adaptable open-ended questions.

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Is your income being squeezed? 15 ways to boost your cash-flow

With traditional income sources being squeezed, discover some very simple and easy to implement ways to boost your income from your existing client base.

»  Read more

 

Business opportunity. Risk and Fee for Service for sale

A well established financial planning practise in Brisbane/Gold Coast is looking for a 50/50 business partnership or an outright purchase. Business income is derived from 60% risk and 40% fee for service with an annual turnover of $1.33m.

»  Please read now

 


Download your FREE events discovery document

Discover what your clients are doing, planning or have done by using this simple and effective checklist from the Insurance Sales Academy.

»  Download here

 


A 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. Could this be your new home?

»  Read more

 

Crowdfunding – democratising finance through technology

Domacom

In April 2015, Business Insider ran a story ‘A crowdfunding revolution is coming to Australia’. That revolution is well established and growing exponentially. In this article, DomaCom looks at crowdfunding – what it is, how it works, and how it will change the investment landscape.

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How to boost your income with the
Firm of the Future™

Firm of the Future™

Firm of the Future™is a services program for Accountants and Financial Planners provided by First Mutual Australia. It combines modern client engagement training, effective practice management and easy to implement services support. That enables advisers to generate greater revenue. This means through enhancing how they engage with clients, identify and then deliver a much broader range of services that clients want, need and expect from their advisers in the modern world.

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Secret Sales Stuff. Don’t read!!: Face-to-face results.

Discover what our clients are learning with these reports from Clearview and Morgan’s stockbroking. How could you utilise this valuable content for your organisation? Checklist.

 

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. Ask your current AFSL if they can provide more or new services.

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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. Graeme Molloy can help you.

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Help wanted please.

Please let me know if there are any topics about sales & soft skills, marketing and communications you’d like covered. List here. Please tick. Just want to make sure what I’m creating for you is valuable and useful…thanks! Jim

 

Exit opportunity. AFSL Wanted to buy

Willing buyer looking to acquire licence. Willing to take on existing advisers or buy as stand alone. Call Jim Prigg on 0408 520453 or drop me a line at jim@knowledgemaster.com.au.

 

Bookkeeping services Melbourne.

Amy Zhang recently graduated would be delighted to offer book keeping services in Melbourne. CV and contact details here.

 

 

HGC is a successful business seeking to increase its business value by strategic acquisitions.

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. Both risk and funds under management are of interest to HGC. Multiples in the range of 3.0 to 4.5 times will be considered for the right business from this eager purchaser. Read more.

 

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.

»  Call them 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

 

WIWO Gold Coast FP for sale

Owner operated. Can be transferred to your current AFSL.

»  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

 

Businesses wanted NOW

Wanted Businesses

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

 

Learn how to sell more insurance quicker.

Join our online community today to receive your exclusive monthly feed on how to sell insurance at the Insurance Sales Academy from Knowledgemaster (ISAK).

»  Free events checklist

 

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".

 

Is this your new home?

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

»  Read and then call me today

 

Moneysoft

Peter Malekas shares his thoughts on the evolving financial literacy journey and why it’s more important than ever for financial advisers to understand their clients. Knowledge is power, but knowing better doesn’t automatically translate to doing better.

»  Read more

 

Stop Press: How to handle the objection “Your price is too dear” from riskinfo

riskinfo

Discover how to meet, listen to, answer and beat this deal breaker from riskinfo.

»  Read more

 

Mentor Education

Mentor Education are offering a 30% discount on a range of online courses including Financial Planning, Bookkeeping Accounting and more. More information about what courses are on offer and respective pricing can be found here.

Next Mentor Webinar Thursday 29th June 7:45 AEST.

Don’t miss it.’The Financial Services Fact Finder – more than just a compliance tool’ Part two of our three part series on the Financial Services Fact Finder and getting the most out of it for you and your client. Please register here.

 

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