An article written by Jessica Darnbrough at The Adviser points to the need for mortgage writers to become more pro-active in offering some form of product or service to clients. The recent straw poll found, 22.9 per cent of brokers do not cross sell any additional products to their clients, while 17.6 per cent of [...]
I recently received a call from one of my clients who runs a medium sized electrical contracting business. He told me that his company has made a considerable loss in the last financial year, and this has caused his personal tax to basically be $0 for that period. His concern was if he were to [...]
There has been more awareness brought to the issue of mental health than ever before, primarily due to the advances in modern medicine and the ability to diagnose and treat at as illness. Insurance obviously plays a large part in this, as many Australians in the workforce are affected by mental illness. A large portion [...]
Even though each loan application asks the question of whether the client has insurance in place, how often have you turned this simple question into a sales tool? It doesnt have to be pushy or uncomfortable. By simply asking the question with the idea of a solution shows your professionalism, and gives the client options. [...]
The New Year always brings fresh ideas and momentum. Looking back over the past 12 months, it was a mixed bag throughout the mortgage industry. This year looks as though the concentration is once again on ‘Diversification’. I realise many brokers are tired of that phrase, but the truth is, if you are not offering [...]
December has always been a very busy month for us, as people are gearing up toward their annual holidays, they start to think about family, and the ‘what if’s’ of travel. What if we have an accident What if our house is robbed; What if……. So, we want to help you maximise this opportunity by [...]
I read an article from Siimon Reynolds, who is a valuable source of information for those interested in growing their businesses. He runs the Fortune Institute, and it’s worth a look, or even subscribing to his free newsletter. He wrote an article which I think can apply to mortgage brokers by looking out of the [...]
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We realise that Insurance is not your core business, and don’t expect you to have all the answers or resources to actively and successfully persue this type of business. This is why we have teamed up with Jim Prigg from Knowledgemaster to provide some great material at no cost for a limited time. Jim has [...]
EMPTY NESTERS: Who are they? Dependants have left home, single or double income. • Aged 50 – end of working age • Preparing for retirement • Family commitments reduce • Low debt levels • Looking for ways to minimise tax They are all too aware of the importance of their health with the older segments [...]
