Invisible Online? You Might Be Losing Clients Without Knowing It
The $15 Million Wake-Up Call: Why Your Online Invisibility is Costing You Picture this: You’ve built decades of trust, delivered exceptional results, and nurtured relationships
Marketing
New Client-Friendly Flyers Now Available
Following the release of our Trauma Insurance flyer—and the great feedback we’ve received about the value of simple concepts and conversation-support materials—we’ve added two more
Navigating the Shift in Life Insurance Premium Terminology: What Advisers Need to Know
TL;DR: The Quick Take By 31 December 2024, all Australian life insurers must update premium terminology in new policies, replacing “level” and “stepped” with “variable”
New Resource: Client-Friendly Trauma Insurance Flyer
We’ve created a client-friendly Trauma Insurance flyer to help explain the value of trauma cover in a simple, engaging way. Advisers can use this as
Supporting Your 2025 Planning: Tools, Ideas, and Inspiration
As you build momentum into the new year, you are likely refining strategies, setting ambitious goals, or simply looking for ways to make things run
Streamlining Your Writing Journey Using AI
This newsletter first appeared in our LinkedIn series, “AI Essentials for Advisers.” We thought it was worth replicating here to provide valuable insights directly on
New Program Module: Presentation Creation with AI
We are excited to announce the latest addition to our AI Essentials course – “Presentation Creation with AI.” This module is designed to help
Enhance Client Communications and Internal Processes with Loom and Tango
In a time where digital tools shape the landscape of advice delivery, tools like Loom and Tango are proving indispensable. Their ability to facilitate more
Making Life Easier: Enhancing the Insurer Hub
Hello Risk Hub community! Ever lost precious minutes (that felt like hours) looking for that elusive insurer document? Well, we’ve been listening. One of our