Practice Matters

What you need to know when starting an advice business

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. 

What you'll learn /

This course will give you insights into:

Ideas and tips for how to start a new advice practice
What advice practices should consider post Royal Commission
The one thing you need to know when growing your practice

About the expert /

Pina Sciarrone /

Chief Retail Insurance Officer AIA Australia

  • CPD hours0.25
  • Knowledge AreaSKILLS
  • PriceFREE
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Outline of the course /

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.

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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.

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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.

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Test yourself /