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Showing 11 - 20 of 54 results for "Empathy"

Advisers boost client portfolios 5.9%

KARREN VERGARA | MONDAY, 25 SEP 2023

... relationship and achieving the best outcomes. This is where advisers draw on their essential interpersonal skills like empathy, caring and genuine curiosity," the report shows. This metric also looks at how advisers help clients achieve life-long goals ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI | THURSDAY, 21 JUL 2022

... the challenges of claims can have an emotional impact on advisers." The report further revealed advisers who demonstrate empathy, facilitate outstanding communication, and foster more than just transactional relationships, will significantly enhance ...

Zurich makes leadership appointment

CHLOE WALKER | TUESDAY, 22 FEB 2022

... continuing my journey at Zurich and will maintain our best in market claims philosophy by approaching each claim with care and empathy," she said. "This is especially important as we migrate our OnePath retail claims onto Claims Vantage." Leung has spent ...

Advisers can step up to retirement planning boom

KARREN VERGARA | FRIDAY, 11 FEB 2022

... predicts that retirement planning will be a major focus of the 2022 Quality of Advice Review. Advisers are said to be in the empathy business as much as in the finance business, he told a Vanguard event. "In the real world, though, retirement is a transformative ...

ATO names second commissioner

KARREN VERGARA | MONDAY, 1 NOV 2021

... about building the community's trust and confidence in the ATO and is an inspirational leader for ATO staff who value her empathy and integrity," he said. "I congratulate Ms Fish on her appointment and look forward to continuing to work together in the ...

RI Advice names Practice of the Year

ANNABELLE DICKSON | MONDAY, 16 AUG 2021

... improvement," RI Advice chief executive Peter Ornsby said. "The team at Pride Advice exemplifies qualities like transparency, empathy and honesty, which are aligned to the values at RI Advice. As an active industry participant, Pride Advice is vocal ...

Advice engagement jumps during COVID-19

KARREN VERGARA | FRIDAY, 9 JUL 2021

... director Simon Swanson said the data highlighted the importance of interpersonal and soft skills such as active listening, empathy and problem-solving to better support clients during difficult times. "During this time, advisers have listened to people ...

Advisers filter clients via ethical lens

KARREN VERGARA | FRIDAY, 21 MAY 2021

... Zurich risk strategy specialist Adam Crabbe, who is seeing a shift in the emergence of financial advisers putting ethics, empathy and compassion at the forefront of their business practices. Crabbe told yesterday's Lifespan Financial Planning National ...

Brian Hartzer to release leadership book

ELIZABETH MCARTHUR | TUESDAY, 23 MAR 2021

... manager!' in my face before throwing her apron on the floor and storming out," Hartzer writes. In a section on demonstrating empathy and compassion, Hartzer writes that when leading a group of people over time "the challenges that come with human life ...

IPO Wealth trustee hit with class action

ELIZABETH MCARTHUR | TUESDAY, 15 DEC 2020

... Wealth, I am devastated by the result. I have personally engaged with almost every single unitholder and have eternal empathy for the situation they now find themselves in," Mawhinney said at the time. "My team and I have worked tirelessly to prevent ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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