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Showing 11 - 20 of 25 results for "The Beddoes Institute"

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
The 2015 winners of the Beddoes Institute inaugural Most Trusted Adviser Network (MTA) Awards have been announced. Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre ...

BT awarded Life Company of the Year

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
... determined from a large and representative sample of Australian risk-focussed advisers collected as part of the Beddoes Institute's Adviser Experience Benchmarking Study that forms part of Beddoes' Life Insurance Industry Performance Barometer. Award ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... of the association. The AFA's 2015 Recognition Award winners are: CommInsure's Olivia Sarah-Le Lacheur, The Beddoes Institute's Rebecca Sheils, Zurich's Richard Dunkerley and IOOF's Nathan Morgan.

Insurance advisers focusing on client segmentation

ALEX BURKE  |  WEDNESDAY, 22 JUL 2015
... segmented into three broad categories and advised accordingly, according to research by AIA Australia and the Beddoes Institute. The research paper, The advice challenge: Understanding what clients value, defines the insurance client segments as value ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... application and close on July 17. They will be judged by Fox and AFA national president Deborah Kent, as well as the Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks ...

Client satisfaction up despite bad press

MARK SMITH  |  TUESDAY, 24 MAR 2015
... The 'Designing the Future' study, conducted on behalf of Zurich by Melbourne-based research consultancy The Beddoes Institute, analyses trends of the past, reviews the present and anticipates the future needs of advice businesses. The paper examines ...

Beddoes creates 10 Minute Business Planner

HARRY PAGE  |  THURSDAY, 11 DEC 2014
The Beddoes Institute (Beddoes) has created a free interactive tool called The 10 Minute Business Planner, which will help explain the one key driver of success - a disciplined approach to business planning. Director of Beddoes Dr. Adam Tucker said ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... their clients are better qualified and more experienced than their counterparts, according to research by the Beddoes Institute. The data and benchmarking company analysed thousands of client ratings from a survey of over 150 advisers and identified ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... mobile app, which includes an adviser register and is part of the broader Most Trusted Advisers network. The Beddoes Institute launched the network, the register and the app yesterday in Sydney. Network membership is by invitation only and is based solely ...

CommInsure wins AFA/PFL Life Company of the Year

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... awards are the result of around 2,000 survey responses from financial advisers which are then analysed by the Beddoes Institute. Financial Standard was the media partner for the event. For our full awards coverage read the next print and iPad edition ...