Intermediaries / Brokers

Humanity counts… Top lessons for advisers and brokers through pandemic

The future of financial planning and human advice hinges on your mastery of human relationships, partnerships, purpose and trust. These truths emerged during a panel debate held on the first day of the 2020 Financial Planning Summit 2020. The event is an annual initiative offered by The Collaborative Exchange.

Seven features of a winning brokerage

The six things every broker must know

The short term insurance environment is a complex ecosystem of clients, insurers and insurance brokers that is constantly evolving. Those among us who are intimately involved in the day-to-day business of giving risk advice, and even those who write frequently on the topic of insurance, are so caught up in the minutia of our daily grind that we sometimes lose track of the continuous change that the non-life industry has undergone over the past decade. A perhaps trivial example, dropped into the opening paragraph, is how the regulator’s decision to rename our industry from ‘short-term’ to ‘non-life’ is already taking hold.

Trusted advisers are worth their weight in gold

Important goals that we previously considered vital to enjoy a comfortable retirement have changed dramatically over the last couple of decades.