GoodReturns | NZ’s financial adviser news-item centre

Technology planning and development map – updated for advisers

An adviser I know has recently started working with an online agency which coaches them on how to build content and engage with potential customers better on existing online platforms.

Russell Hutchinson

Mon, Sep 26th 2022 09:07AM

Moving to digital? Operational and customer paradigms are critical

2 min read

Needs analysis focus: what data do you need?

3 min read

Covid predictions – how did we do?

2 min read

Wellbeing programmes aren’t just good for your health

2 min read

Two futures for income protection cover

2 min read

Mortgage cover in the ascendant

2 min read

How health insurance is bought these days

2 min read

If you are frustrated with how long it takes to make an SOA, you are in good company

2 min read

The new-client conveyor-belt is broken

3 min read

How do adviser businesses grow?

2 min read

What are the chances of meeting someone who needs help with their insurance?

2 min read

How big are financial advice businesses?

2 min read

“Finfluencers” and the law – which could include your social media posts

4 min read

Govt's proposed income insurance scheme may hurt insurers

2 min read

Recent M&A activity, what is driving it and what it means

2 min read

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