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Build a GREAT Practice

Stuff you should know about...

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Some things that are happening,
some things that have happened, 

and just some interesting things...

...that will help your business make more money!

To find something in particular on the website:

While you are researching...research us too...

Adviser Performance, Practice and Profitability.

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...but see what others say about it and then make up your own mind...

 
 

Great articles with good ideas...

Leveraging Expertise To Expand Your Value Proposition

Trust & Trustworthiness: Perspectives for financial advisers

Self-reporting issues to FMA does not provide immunity from litigation: FMA

FMA Sets Target Dates For Full LIcence Applications

The human dimension of conduct risk

FMA steps up enforcement of Anti-Money Laundering breaches

FMA Review of credit card repayment insurance products

Risky Board Business

Where Formal Financial Plans Fail

Guidance: NZ Contact tracing rules for NZ business (9-9-21)

Financial Adviser Success Needs Just 50 Great Clients

The Re-pricing Of Advice Is On

Cyber crime & email fraud customer stories

FMA Insurance Conduct & Culture: F&G Insurers

Future of Advice

7 Steps To Easier Management Of Your Estate

Approved Product Lies

How Innovative "Bundled Subscription Models" Make More Money

Helping Resistant Clients Follow Through

The True Value and Benefits of a Financial Adviser

New alliance offers NZ Mortgage Advisers support

NZ Dealer Group shift - simple fee & full commission to adviser

Using the 10-30-60 Rule

Investor Preferences Undergo Lasting Transformation from Pandemic

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Lessons From 21 Years Of Benchmarking

Client Engagement In The New World Order

SOA Myths & Mistakes

Is A Financial Adviser Worth The Cost?

Financial Services Frauds: Such A Nice Guy

The rise of annual advice agreements

Leveraging the technology ecosystem

Augmented Automated Underwriting

Why Insurers Need To Care More About Customers

Reassessing Your Practice

Succession Planning For Private Companies

Do the Wealthy Respond to LinkedIn Approaches?

Protecting Clients In The New Decade

4 Drivers Of Successful Advisory Firms

YOU Are The Guru To Your Clients

Challenging a Will based on mental capacity

Why Budget Is Not A Dirty Word

Strategy Decides Winners And Losers In The Adviser Game

Report: Resilience & Well-being through the pandemic (Sep-2020)

Remuneration Models For Employed Advisers

Future Proof Your Business As A Hybrid Adviser

Are you ready?

Cybersecurity risks that practices face in COVID-19

Outsourcing: Complying without performing the function

Looking beyond investment management to justify your fees

Digital: Friend or Foe?

Future proofing the NZ advisory firm

Navigating a pandemic driven market

Why Planning Is Valuable To Investors

Managing The Insurance Compliance Lifecycle

Financial Plans Increase Client Satisfaction

Rebuilding NZ (June 2020)

Social Distancing Recovery

How Advisers Can Adapt To The New Normal

The Great Lockdown Market Implications

Consumers are turning to search

Charting The Disruption

Adviser Marketing In The Expertise Economy

7 Psychological Investment Traps In A Market Crisis

Make Sure Your Client Relationships Outlast Covid-19

Why goals-based advice?

Impact of COVCID19 on the Insurance industry

How Financial Advisers Can Improve Client Engagement

Charts for times like these

Translating Cyber-risk For The Boardroom

6 Steps In Emergency Planning For Companies

How One Regulator Is Thinking About Advice

Measuring The Quality Of An Advisory Practice

Research Reveals That Annual Reviews Are The Key To Client Retention & Referrals

Data is transforming the financial services industry

Why Have An Advisory Board?

General Insurance Update 2019

Overcoming Obstacles To Ethical Behaviour

Rethinking Ethics & Conduct

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Tony Vidler: tony@strictlybiz.co.nz