Sales Intelligence: The forgotten IntelligenceCharles Handy in his tremendous book on change in the work place "The Hungry Spirit" (Hutchison Random House ISBN 0 09 180 1680) talks about the various types of intelligence we as humans have developed. In fact as we have become more educated and sophisticated the specific number of these intelligences has increased. How do they affect your capacity to perform?

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Seven mistakes people make when buying insurance

Today, so often people get caught up in the technical aspects, product features and compliance requirements in the sale of insurance. This report is critically important to share with the so called online expert. It can be used in newsletters, presentations and as online content.

Read how you can utilise this simple and easy to use report here


Living with objections to your offers

Handling objections and resistance is a natural part of the sales process. You need to be able to handle objections to survive and thrive. If you can’t handle objections to your offers effectively you will be hard pressed to stay in business. Ignore at your own peril.

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The Chaucer AFSL is looking for advisers


Small, close knit AFSL is looking for advisers in Sydney.

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Small SA Data bases for sale

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

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


LIF is upon us. As of 1/1/2018 it is LAW. How have you prepared for this? There are many good risk advisers, just like you, that will need more support, stability and security moving into the “new world order” called the Life Insurance Framework”. ASIC has never been so active in your industry and ministerial overview never more intense. Cash flow constraints, compliance and education are going to reshape business and potentially squeeze out the traditional Micro Businesses of the Life Industry.

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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


Peter Johnson of the AIOFP on Industry Fund external advice developments


The AIOFP has recently completed a 24-month program to implement an external Advice service into a well – known Industry Fund [IF] with a pleasing result for all stakeholders. We have developed a flexible bespoke solution that should give IF management confidence their objectives will be met and ally any fears they may hold about third party relationships. ASIC’s recent announcement to assess and investigate the IF’s Vertically Integrated advice model structures will present many IF’s with a conundrum – do they have the resources to implement an advice service to satisfy ASIC, APRA and their members? This particularly applies to sub scale funds who are seeking to avoid merger activity.

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Looking for a professional?

I am a qualified, diligent and experienced financial planning and management professional with comprehensive experience in para planning, financial planning, management, compliance and business administration. I have worked with small and large businesses to achieve optimal results for businesses. I have solid accounting, management and administration skills and have hired, trained, supervised and coached Financial Advisers, Para Planners and support staff.

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VIC Accounting Practice for sale

Located in north east suburbs Melbourne. WI/WO. Composed of PAYG, Professionals, Small Business Pty Ltd, Sole traders, Trusts, BAS, IAF, SMSF’s, Corporate returns and small financial planning component (with tremendous potential). T/O $700k+.

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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.

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New Keen non-aligned AFSL looking to acquire books of risk business

Interested in NSW and QLD businesses. Will pay up to 3.4 times for the right business. Finance in place.

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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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Professional risk practice looking to acquire books in all capital cities (except Perth) and rural NSW

Up to $800K T/O. Ready to acquire NOW. Finance in place.

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Marketing your financial planning business by Warren Gibson

Before the advent of the internet and social media, advisers largely wanted to deal with people with a lump sum or those for whom a lump sum was imminent. Wealth accumulators, whilst important, were not nearly as valuable as retirees or those with current assets as business was based on commission and product sales were the predominant revenue source for advisers. Planning for future clients and growth was not such a priority and marketing in general not widely understood or even considered as important to running a financial advice practice.

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Forward thinking SA financial planning practice looking to form JV’s with accounting firms.

This is an ideal arrangement for accounting firms facing margin pressures and unable to invest in staffing resources in building up new revenue streams.

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Whilst residential property remains quite strong, alternative property assets appear to be trending with investors towards rural and other types of property such as renewable energy, child and aged care and affordable housing. Land-banking, often with re-zoning potential, in growth corridors is also attracting some attention.

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AFSL’s wanting to partner with professional advisers.

Opportunities across the nation and across the street. Check out these locations. Are any of them of interest to you?

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Risk Business for sale. Sydney North.

The make-up of the business is PAYG clients, professionals, mums and dads and small business. The income from risk each year is $52K and from Super is $20K.

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AFSL wanted with credit licence

Genuine buyer looking for both retail and wholesale licences. For a discreet discussion please call jim Prigg on 0408 520453 or drop me a line to

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