Jack Sharry, co-chair of MMI's Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, sees five trends in the race to improve financial advice.
As financial advisers, you are professionals who assist clients with wealth management and personal finance decisions. These come in the form of a variety of services, including asset management, tax preparation, and estate planning; and expertise ranging from answering queries about insurance to setting out a comprehensive money-management plan.
A survey by Milieu Insight on 'Financial Independent, Retire Early' (FIRE) finds out how common the FIRE movement is among Southeast Asians.
A total of 65 finalists have been named for the 7th Asia Trusted Life Agents & Advisers Awards. The finalists emerged from 12 markets and 33 different companies across Asia.
Besides considering whether you, as a financial adviser, have the right technical skills, charge fair fees and put their interests first, potential clients look for an emotional connection with their financial advisers.
China Life Insurance Co and Tokio Marine Newa Insurance Co have recently formed a partnership to cross-sell their insurance products.
Why is it important to have health insurance coverage?
For the average customer, insurance is complicated and confusing. In most cases, your potential client is not familiar with the types of insurance available and how to identify the ones most appropriate for them.
In the short span of about two years, the pandemic has changed how advisers interact with their clients. Agencies have adapted, to conform to prevailing social distancing regulations and to match changing customer habits.
Once you have sold a policy to a client, you can start relying on premium renewals for revenue. But how do you even get to that stage? Whether you are working on expanding your clientele or are a newbie, looking for ways to get new clients is a constant priority. Here are five ways you can go about doing so.
Top resources from successful agents, leaders and CEOs. Free!