GoodReturns | NZ’s financial adviser news-item centre

Keeping up - but not with the Kardashians

Education is one area we need to spend more time on than we have previously budgeted and considered, although we all knew it was coming.

Jon-Paul Hale

Thu, May 27th 2021 10:35AM

Slow to adapt and fixed in our ways - the problems with life cover

It's time to get serious about advice

If in doubt - disclose

Have you been thinking enough about qualifications?

Things we really haven't been thinking about too much

Client servicing is a big issue under the new rules

Getting cross over Cancer cover

Guaranteed medical cover policy wordings

Pros and cons with life policy structures

'Bullying' banking conduct

Privacy and process why it is crucial to your business

Does liability for advice stop when clients are sold?

Covid-19 changes discussions with clients

Hunters v gathers in the new world

Should you stay, or should you go?

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