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[GRTV] Happy Clients, Loyal Clients

Emily Tsai, from Asian Insurance Advisers, took the stage the MDRT Global conference in Sydney and explained how she successfully manages clients.

Monday, September 16th 2019, 12:13PM

Tags: MDRT

« Adviser ordered to pay $1,000 after 'dragging heels'

Southern Cross Health Society turns around deficit »

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Insurance Briefs

Chubb's latest champion
Young maths prodigy takes out actuarial award.

New book: Unlocking group insurance
Christchurch adviser Corey Williams has released a new book helping advisers and employers put group insurance schemes in place.

Insurer gets warning from RBNZ
Geneva Finance's insurance subsidiary Quest Insurance been given a warning from the prudential regulator.

Big Shout Out
We wanted to give a Big Shout Out to Jack Newman for his fund raising efforts over the weekend.

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DRS member or not - client care remains advisers’ responsibility
“This whole issue is further complicated by the Privacy Act. We are required to keep files for 7 years after business has...”
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What’s the solution to life insurance advice risk anxiety?
“Another excellent posting. I’ve been toying with the Dunning Krugers bit and you’ve covered it well. The other end...”
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How much knowledge of medical conditions are life advisers expected to have?
“Great article Steve and agree Kat. The challenge is I don’t recall any training at any time for advisers on anything...”
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Value of index tracking seen in the numbers, says Kernel
“Useful insights as always from Kernel. Advisors must respond to margin compression by seeking the cheapest option for beta,...”
6 days ago by Pragmatic
No plain sailing around Castle Point
“Once Perpetual Guardian are done here, perhaps they could resurrect and start sailing the Titanic? ...”
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