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Overview:

Adviser Support

Regular Marketing Trips

How the System Works

 

Alternative Licences:

Alternative Licences

Documentation Licence

Gold Licence

Platinum Licence

 

Training:

Training

 

Client Presentations:

Questions to Ask Clients

Fact-Finding

 

Meetings and Advice:

Meetings and Advice

 

Feedback:

Feedback

 

Adviser Tips and Updates:

Adviser Tips

Adviser Updates

 

Marketing Schedule:

Marketing Schedule

 

 

 

How the Adviser Support System Works

 

In summary:

  • A Licensed Adviser is entitled to free Marketing and Technical Support on the terms of the Marketing Licence;

  • Advisers are encouraged to adopt a cyclical, proactive marketing strategy (rather than a reactive approach);

  • Client and Centre of Influence Meetings are conducted during cyclical, four-to-six-weekly Marketing Trips to each capital city at no additional cost to the Adviser or Client;

  • An indicative “One Page Succession Plan” is prepared at a Client Meeting;

  • The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the Meeting;

  • The involvement of IGS in this process overcomes any Adviser or Client concerns about legal, technical and taxation issues;

  • The involvement of IGS allows the Adviser to focus on insurance and commercial issues; and

  • Advisers acquire substantive skills and confidence while participating in the Client Meetings.

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the first Meeting.

See more Adviser Tips


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.