Six ways to get rid of the client from hell

Like any other problem you face in business you need an action plan to combat and contain the problem. Discover the components of getting rid of these undesirable clients.

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How to handle the objection: "I already have a supplier of your services".

Being in competition, invites people to use the ambiguous objection that their problem is solved because they already have a supplier of your service. It is a good time to check how strong that relationship is and whether there are any flaws in it. In other words how can you get an opportunity to show your experience and expertise to gain a foot hold in the prospects consciousness.

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Seven mistakes people make when buying insurance

Your employer super fund may or may not provide all the things you need in a competent plan. Superannuation funds generally only provide a percentage of the real sums needed. Like all essential purchases there are some hard decisions to make that you need to consider.

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How to Handle, "Can You Give me a Discount?"

Risk Info Magazine

Clients may not ask for a reduction in the cost of advice – but, as Jim Prigg writes, when they do ask, don’t be afraid to remind them of the value of advice beyond the dollars.

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DomaCom accesses CoreLogic – Moody’s Analytics Australian Forecast Home Value Index.


Fractional property investment company DomaCom (ASX:DCL) announces that it has entered into an agreement to subscribe to the CoreLogic – Moody’s Analytics Australian Forecast Home Value Index. This will allow DomaCom to create highly targeted research backed residential property investment strategies for Independent Financial Advisers (IFAs) and direct investors.

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What are your plans for the next 5 years?


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.

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Free promotional drafts to help you get your business "sale ready".

So you have decided to sell. How do you build a promotional piece to advertise your business? Download your FREE drafts here 

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


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


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

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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


Investment book wanted by practice with own AFSL

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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Perth Accountant wanting to move into financial planning

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Sydney based risk business for sale

$220K renewals. Predominately risk. Keen seller.

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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 over a reasonable time frame. Melbourne based eastern suburbs.

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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 downsize.

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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

2017 has been an exciting and dynamic year for the financial services, business and education sectors. To celebrate such an exciting year, Mentor Education is offering 40% off select online courses, including all Certificate IV, Diploma and Advanced Diploma qualifications. The offer however, is restricted to the first 200 students enrolling prior to the 23rd of December 2017. Courses include the Diploma and Advanced Diploma of Financial Planning, Diploma of Accounting, Certificate IV in Bookkeeping and more. This year thousands of Mentor students have successfully achieved their qualification goals in 2017. Mentor Education invites you to join this cohort, save today and achieve your education goals in 2018! To take advantage of this special offer please visit


National AFSL’s are looking to begin dialogue with professional advisors JUST LIKE YOU

Looking to see who you might like talk to about your future? Knowledgemaster can introduce you to a range of interested AFSL’s that would be of value for you.

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