News and Insights
Are you handling client data effectively and securely?
In a world where security breaches make regular news headlines, and increasing serious penalties for businesses that do not respect the data of citizens, data security is an essential factor in running a smart, successful business.
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Three critical skills to make your client feel understood
How you communicate to your clients that you’re taking their needs and desires into account goes way beyond your presented material. This article discuses three key communication skills to develop that will improve your client relationships.
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Six ways to manage workplace risks
Risk assessment is part of any advisory process when dealing with clients, but sometimes it's easy to overlook checking if our own workplace is up to par. We've identified some of the key risks you should double check for yourself as well as your clients.
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Three difficult client conversations to be ready for
As part of the typical cycle of client management, difficult conversations are going to come up. Learn how to frame these conversations to vastly improve your client relationships.
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How to deepen client relationships between renewal windows
Only speaking to clients at renewal time is working at a surface level. So how do you find ways to communicate at different times of the year to build both your client relationship and loyalty?
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Warren Tickle Award winner for 2019 announced at NIBA Convention
This year’s Vero-sponsored Warren Tickle Memorial Award winner for Young Professional Broker of the Year was announced at the NIBA Convention on the Gold Coast.
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