Thank you for your support, interest, thoughts and calls throughout the year. As part of our vibrant community of 9,500+ people across the nation your communications, ideas and interaction are of great value and inspiration to us at Knowledgemaster International (KMI). Thanks ever so much.

I hope you achieved all you set out to do in 2017. I look forward to working with you in 2018. We will continue to deliver helpful and interesting material, new connections and practical content for you. We will continue to support you with all those timeless supportive tips, tactics and techniques for you to use and adapt in your business. KMI promises No product flogs, No compliance guff and fluff and No technical dissertations.

Watch out for two new initiatives to help you with your sales and soft skills at the Knowledgemaster Excellence Club (KMEC) and the Insurance Sales Academy (ISAK). Here’s a sneak preview for KMEC and ISAK. (Join before Dec 31 for a FREE book from Dr Greg Chapman and your first month at only $1).

As always if you have any issues or topics you would like to see explored or shared in Knowledgemaster News please you will let me personally won’t you, on 0408 520 453 or jim@knowledgemaster.com.au.

Jim Prigg

MD of Knowledgemaster International Pty Ltd

Six golden rules for better responses to your offers.

Consider these six simple rules. They will add zing to your writing, sting to your offers and help in getting more people to take your advice or saying yes to your pitches for appointments. They are ideal for face to face presentations, hard cover documents and electronic communications.

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How to build better relationships. Telling people what you do and how it helps them.

So often the opportunity to help people is lost because people do not adequately define what they do! Especially when you may only have a single window of opportunity at the initial meeting to show them how you can help. Rather than concentrating on the transactional aspect of product selling, try to think how you can help people.

»  Read more

 

12 Reasons to talk to your prospects and clients (before someone else does!)

One of the rewarding parts of the sale of advice profession is to be able to get people to talk TO YOU about their changing situations. This allows you to deliver advice that solves problems and produces solutions. Visit clients/prospects to ramp up activity early in the New Year with June 30th the deadline for action. Do it now.

»  Read more

 

DomaCom News

Domacom

 

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“.

 

SA Data bases for sale.

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

»  Read more

 

Help wanted! Client looking for and AFSL with a credit licence

Do you know of an AFSL looking for a home? Please call Jim Prigg on 0408 520 453.

 

Distressed Assets.
Do YOU need help with your financial position? IS THIS YOU?

  1. Trading with personal assets and having investments put you at risk of losing everything.
  2. When financiers stop funding, your supply of cash will disappear.
  3. Reduced cash flow that stops you trading.

Read more and contact John Graham 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

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, 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 please take note. This is a model of the future that may appeal to you

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?

»  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

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.

»  Read more

 

Sydney based risk business for sale

$220K renewals. Predominately risk. Keen seller. Read more

 

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.

»  Read more

 

Mentor Education’s End Year Special: 40%* Off Select Courses and Qualifications.

Mentor Education

Take advantage of these tremendous offers from Mentor now. Read more

 

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.

 

Perth Accountant wanting to move into financial planning

Professional looking to move into FP.

»  Read more

 

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.

»  Read more

 

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.

»  Read more

 

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

knowledgemaster

The timeless knowledge in this practical guide will vault you into a better income category with amazing speed. This is essential reference material.

»  Read more

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