Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
You can give technically sound advice, make a strong recommendation and still have a prospective client decide not to proceed. Improving your conversion rate isn’t necessarily about selling harder. Often, it’s about understanding clients better, making the value of your advice clear and helping them feel confident about their decisions. Here are three practical tips […]
Mortgage fraud isn’t always obvious. Sometimes it’s a document that doesn’t match the information you’ve been given. Other times, it’s an unusual property valuation, an undisclosed debt or several small inconsistencies that don’t make sense when considered together. Mortgage fraud is a growing concern for the Financial Markets Authority (FMA). It continues to receive reports […]
Finding time for further study can be difficult when you’re balancing client commitments and the day-to-day demands of working in financial advice. Strategi Institute’s new financial services micro-credentials offer a more flexible way to learn, whether you’re developing your own skills or supporting the professional development of people in your business. With enrolments open now, […]
