Twelve ways to butcher your sales effectiveness

Everyone is prepared to tell you how to be more effective and how to increase your sales capabilities. But what if you don’t know what is inhibiting your ability to improve, refine and develop your sales effectiveness? How do you know where to improve if you don’t know what you are missing out on or what you doing wrong?

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The productivity run to Christmas for risk writers

Quite simply it is about getting focussed on setting achievable targets. These targets need to be realistic and based on your income requirements. Discover how you can set your targets for production in 3 ways here.

 

Great ways to put prospective clients off-side

There are many ways to win, keep and retain customers. But have you thought about the things that drive potential customers away from you. Discover the range of things to be aware of that may drive customers away or repel them from wanting to do business with you.

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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. Multiple venues available. Could this be your new home?

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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".

 

Let AAMC help you with compliance training.

AAMC

The corporate watchdog has revealed they will be paying "particular attention" to broker introduced mortgages and keeping an eye out for fraudulent activity link to article.

To help maintain your competence and be compliant as a Responsible Manager (ACL) and Credit Representative, AAMC Training have developed a customised of online courses for you.

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Kate Ingham tells us about the Amazon juggernaut

Amazon

This month we will see Amazon launch in Australia. This huge shift is happening right now. Offline is going online. It’s happening rapidly. 10 years ago the market opportunity was eBay. Many people missed that boat. The early adopters did extremely well with eBay. Today that opportunity is Amazon.

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Mentor Education presents: “Welcome to the Family”

Mentor Education

Join Dr Mark Sinclair and Dr Jim Taggart as they talk about the importance of the family unit and relevance of family relationships in the provision of holistic service in modern financial planning. Register here

Participants can use their telephone or computer mic & speakers (VoIP): Australia:+61 2 9091 7604 /
Access Code: 118-305-238.

James Lynch Chief Strategy Officer Mentor Education 03 8317 2951 James@mentor.edu.au.

 

SA Data bases for sale.

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

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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

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

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

 

HGC is seeking businesses and data bases. Will pay up to 3.0 to 4.5 times on annual income.

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. Risk, fee for service and funds under management are of interest. Read more

 

Melbourne based business FP for sale

Annual ongoing revenue for 12 months (Sept 16 to August 17) is approximately $160K. Estimated 50% risk and 50% investment and super.

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Non bank owned AFSL with great lead sources is looking to partner with professional advisers.

Discover the attributes of the advisers, this national dealer group would like to partner with. Multiple venues available. Could this be your new home?

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Mentor Education

Mentor Education

Mentor Education is welcoming the change of seasons this month with a ‘Spring Into Action’ pricing incentive by way of 30% discount on selected online courses including Certificate IV, Diploma and Advanced Diploma qualifications. If you are considering up-skilling in the areas of Accounting, Business or Finance, now is the time to do it. In other news Mentor is getting closer to delivering Tax Practitioner Board (TPB) recognised short courses in both Commercial Law and Taxation law in addition to the Diploma of Finance and Mortgage Broking. Last time we talked about the Financial Planning Adviser Check program and as an update we are seeing great traction and benefit with a number of firms and advisers updating and broadening their suite of Financial Planning competencies to meet the ever-changing compliance landscape.

For more information on the Adviser Check program or our courses please contact us direct on 1300 306 146.

 

Small data bases for sale.

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

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