Pina Sciarrone. Chief Retail Insurance Officer AIA Australia
In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients.
This course will give you insights into:
Pina Sciarrone /
Ideas for kick starting a new planning business
Jessica and Glen left their corporate jobs, and although they didn’t have a client, they used the power of networking and coming up with a fee structure that would appeal to their ideal client to help them succeed.01.
What silver lining can be taken from the Royal Commission
For Jessica Brady, her practice’s transparency and flat fees structure worked in their favour in the midst of the Royal Commission. Also, more importantly they found that people were much more engaged in asking questions around the overall advice experience.02.
What you need to know when starting an advice business
The power of education and the need for advice and insurance more broadly is more important than ever. Jessica from Fox & Hare discusses what they do to help cater to clients needs, and what the future of the industry and having not just traditional types of advice available could mean for their business and others too.03.
Test yourself /