In the previous article, we looked at the observations of a 38% increase in premiums collected compared to the 1st quarter of 2009.  There are actually two other areas which bears taking a look at in the LIA Insurance Industry Report 1H 2009. Read it all..

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To succeed in the financial advisory industry is in itself a formidable task. It is important that you get off on the right foot, to have a reasonable chance to last the journey. To start with, ask yourself: have you selected the right financial advisory platform or firm for you?

Assuming that you already decided that this is the right career path for yourself, there are 5 key things you need to look at when choosing what financial advisory firm you are going to join. The 5 key things are:

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How would you like to get into the right financial advisory group right from the start? I am about to share with you the research I have done as well as my own personal observations.

A quick refresher from the previous article, the financial advisory pie is divided into three groups: personal or private bankers, tied-agents, multi-tied or IFAs. Due to the breadth of products and services offered, they tend to appeal to differing demographic groups, customer profiles, and also require different skill-set to market services to them. Their business models also have different strengths and weaknesses. Read it all..

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“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.” - Sun Tzu

Make no mistake. The financial services market is a lucrative and therefore a competitive one. But does that mean that as a new entrant, you cannot compete with more entrenched players?

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