General or Personal Advice?

Many clients confuse general and personal advice, exposing them to the risk of poor financial decisions, according to the new research. Reports that have been done by Australian Securities and Investments Commission (ASIC) – Financial advice: Mind the gap – uses independent research to highlight significant gaps in client’s knowledge. Only 53% of those surveyed […]

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insurance brokers technical expertise

Technical expertise just a fraction of broker role

Technical expertise and strong product knowledge may seem like the most important skills for any broker but one industry expert has warned that they’re still not enough on their own. “When it comes to product and technical, it only really represents 10% of your conversation with a customer but you have to know 100% of […]

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