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Monthly Archives: February 2021

You are valuable

Does your business need a little more loving?  [VIDEO]

Video February 25, 2021 Kim Payne Leave a comment

Does your business need a little more loving?

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You are valuable

Why humour can help grow your business [VIDEO]

Video February 17, 2021 Kim Payne Leave a comment

Why humour can help grow your business

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Press and Media

OFFSHORE PARAPLANNING RISKS HIGHLIGHTED

February 5, 2021 Kim Payne Leave a comment

While outsourced paraplanning is becoming increasingly popular, advisers should be aware of the risks involved in sending these duties overseas, a business consultant has warned.

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Press and Media

STRAIGHT TO THE SOURCE

February 5, 2021 Kim Payne Leave a comment

Outsourced paraplanning is catching on as advisers seek to clear their desks of paperwork, but experts warn you need to get the arrangements right.

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Press and Media

Life after COVID-19: What’s next for advisers, markets and the economy?

February 5, 2021 Zen Leave a comment

As Australia looks to have successfully flattened the curve of coronavirus infections, thoughts now turn to how the economy, the financial services sector and the advice industry will be reshaped in the aftermath of the crisis. Join a panel of industry …

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You are valuable

Money or wine? What do you value? [VIDEO]

Video February 4, 2021 Kim Payne Leave a comment

Money or wine? What do you value?

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Press and Media

UNHAPPY CLIENTS SWITCHING ADVISERS FOLLOWING CRISIS

February 2, 2021 Kim Payne Leave a comment

UNHAPPY CLIENTS SWITCHING ADVISERS FOLLOWING CRISIS

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Press and Media

ANNUAL OPT-IN TRANSITION OFFERS UP-SELL OPPORTUNITY

February 2, 2021 Kim Payne Leave a comment

ANNUAL OPT-IN TRANSITION OFFERS UP-SELL OPPORTUNITY

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Press and Media

COVID-19 AS A CATALYST FOR POSITIVE CHANGE

February 2, 2021 Admin Memberium Leave a comment

COVID-19 AS A CATALYST FOR POSITIVE CHANGE

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Press and Media

CLIENT EXPERIENCE WORKSHOP 2020 AGENDA ANNOUNCED

February 2, 2021 Kim Payne Leave a comment

The Client Experience Workshop equips you with the essential skills and knowledge to provide the best possible experience to your clients.

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Recent Posts

  • Does your business need a little more loving?  [VIDEO]
  • Why humour can help grow your business [VIDEO]
  • OFFSHORE PARAPLANNING RISKS HIGHLIGHTED
  • STRAIGHT TO THE SOURCE
  • Life after COVID-19: What’s next for advisers, markets and the economy?

Recent Posts

  • Does your business need a little more loving?  [VIDEO]
  • Why humour can help grow your business [VIDEO]
  • OFFSHORE PARAPLANNING RISKS HIGHLIGHTED
  • STRAIGHT TO THE SOURCE
  • Life after COVID-19: What’s next for advisers, markets and the economy?

Recent Comments

  • Kim on Why stories rock at helping people understand… VIDEO
  • Peter Cottell on Why stories rock at helping people understand… VIDEO
  • Stuart Barry on How to make a point so your message is heard [VIDEO]
  • Nettie Handley on How to make a point so your message is heard [VIDEO]
  • Kim on How to Keep Clients Wanting to Stay with You over Their Lifetime

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